Fixed Income Investment Specialist

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

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).  

• Consultative Communication: Ability to explain complex financial concepts clearly and build trust with clients.  

• Problem Solving: Proven ability to resolve challenging client situations and de-escalate when necessary, using empathy, active listening, and professionalism.  

• Critical Thinking: Ability to evaluate client needs, assess risk, and identify appropriate solutions.  

• Coachability: Demonstrates openness to feedback, learning agility, and a commitment to continuous improvement.  

• Active FINRA Series 7 license  

• Active FINRA Series 63 or 66 license  

• Experience interacting with clients in a proactive, consultative service environment  

• Strong time management, attention to detail, and risk awareness when executing trades  

• Bachelor’s degree or equivalent professional experience  

• Experience with fixed income products, including Treasuries, municipals, corporates, CDs, and ETFs  

• Experience or interest in conducting portfolio-related and investment planning conversations, with a desire to continue developing broader wealth management knowledge and capabilities  

• Experience working in a collaborative, team-based environment