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Senior Fixed Income Advisor & Client Educator

Charles Schwab

Charles Schwab in Lone Tree, CO is seeking a Senior Specialist in Fixed Income Service to guide clients in fixed income decisions, provide education, and execute a mix of solicited and unsolicited trades across Treasuries, CDs, municipals, corporates, government agency bonds, and ETFs. You’ll build expertise while aligning investments with client goals in a supportive, client-focused environment.

The role emphasizes consultative communication, risk awareness, and ongoing learning, with in-person

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Vacancy posted 3 days ago
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