Fixed Income Specialist, Regional Bond Desk

Charles Schwab   •  

Orlando, FL

Industry: Accounting, Finance & Insurance


Less than 5 years

Posted 111 days ago

This job is no longer available.

Our Opportunity:

Fixed Income/Regional Bond Specialists (RBS) build relationships with clients and key partners, focusing their efforts on education, advice and sales. Typical client needs in the Fixed Income Markets can range from basic information and trade execution, to highly complex portfolio analysis with High Net Worth clients and organizations. The RBS works to identify and understand client goals and objectives and recommends appropriate investment vehicles to meet the client's income needs, including portfolio and asset allocation. Specialists work closely with field partners to develop and assist with sales strategy, call campaigns and workshop delivery. The RBS utilizes multiple business intelligence applications to uncover and execute upon sales opportunities. There is typically less than 25% travel in this role, although frequency may vary depending on market conditions and strategic priorities. In addition, specialists will answer general account inquiries, and have a complete and thorough understanding of products and services offered throughout the company.

What you’ll do:

This position is a sales role and the candidate will be responsible for individual production targets for sales of fixed income products. This role requires a high level of engagement with clients, peers and partners. Applicants should have a thorough understanding of all fixed income markets, technical analysis, income strategies and general portfolio analysis. Applicants should also have a strong understanding of all fixed income products including treasuries, municipal and corporate bonds, separately managed accounts, fixed income mutual funds and ETFs.

What you have:

  • Bachelor’s degree or equivalent experience
  • Series 7 & 63 required, 66 preferred
  • 3 + years of sales experience in financial services
  • Excellent Sales & Communication abilities
  • Strong Organizational & Time Management skills
  • In depth knowledge of all Fixed Income Products
  • Ability to effectively use Excel, Word, PPT, Bloomberg & Reuters CFP and/or CFA highly desired.

What you’ll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life.
  • 0907-43393