Associate Regional Bond Specialist

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us transform the finance industry together.

As an Associate Regional Bond Specialist, you’ll support a team of Fixed Income specialists serving High Net Worth and Ultra High Net Worth clients by helping uncover growth opportunities, develop investment strategies, and deliver exceptional client experiences. You'll partner closely with branch teams, support client prospecting efforts, and contribute to Fixed Income events and business development initiatives.

Using your Fixed Income expertise, you'll help build and execute bond strategies, including ladders and barbells, while supporting client analysis and portfolio discussions. Through formal training and hands-on experience, you'll deepen your knowledge of Fixed Income strategy construction, client prospecting, portfolio analysis, event planning, and business development.

At Schwab, we value continuous learning, growth mindset, skill-building, and career development, providing opportunities to strengthen your expertise while making a meaningful impact.

• Fixed Income: Apply knowledge of Fixed Income securities, including U.S. Treasuries, CDs, Government Agencies, Municipal Bonds, and Corporate Bonds used to recommend and execute client-focused investment strategies.
• Business Development: Demonstrated ability to identify and pursue client growth opportunities to support regional asset growth and client engagement.
• Salesforce: Apply knowledge of Salesforce for client prospecting, pipeline management, and documenting client interactions. 
• Communication: Ability to communicate complex Fixed Income concepts and recommendations to clients and business partners to support informed investment decisions.
• Building Collaborative Relationships: Ability to build productive partnerships across specialists, branch teams, and clients to ensure seamless client support and execution.

• Active FINRA Series 7, 63, and 66 licenses

• Bachelor’s degree
• Experience in educating and recommending advice in managed account strategies