Fixed Income Investment Specialist

Position Type: RegularYour opportunityAt 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'llhandle inbound client conversations, provide consultative support aligned to client goals, and execute a combination of solicited and unsolicited fixed income trades. You'lldevelop expertiseacross 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 foundationfor a career in wealth management.Through client conversations and exposure to fixed income and portfolio-related topics, you'lldeepen your investment knowledge and strengthen skills in understanding financial goals, explaining complex concepts, assessing needs and risk, and guiding investment decisions. It'san ideal next step for someone who values continuous learning and wants to grow within financial services and wealth management. What you haveRequired 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 solutionsCoachability: Demonstratesopenness 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 What's in it for youAt Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance