Fixed Income Investment Specialist

Your Opportunity

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).  

As a Senior Specialist in Fixed Income Service, 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. Treasuries, certificates of deposit, municipal bonds, corporate bonds, government agency bonds, and preferred securities.  

This role can help build a strong foundation for a career in wealth management. Through client conversations and exposure to fixed income and portfolio-related topics, you’ll deepen your investment knowledge and strengthen skills in understanding financial goals, explaining complex concepts, assessing needs and risk, and guiding investment decisions. It’s an ideal next step for someone who values continuous learning and wants to grow within financial services and wealth management.  

What you have

Required Qualifications  

• 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.  

Additional Requirements  

• 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  

Preferred Qualifications  

• 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