Fixed Income Investment Specialist

About the Role

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.

Responsibilities

• you will support clients in making informed investment decisions by providing guidance, education, and solutions across fixed income products.
• You’ll handle inbound client conversations, provide consultative support aligned to client goals, and execute a combination of solicited and unsolicited fixed income trades.
• You’ll develop expertise across investments including U.S.
• This role can help build a strong foundation for a career in wealth management.

Requirements

• Consultative Communication:
• Problem Solving:
• Critical Thinking:
• Coachability:
• Active FINRA Series 7 license
• Active FINRA Series 63 or 66 license

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance