Charles Schwab

Manager, AS FI Advisor Support

Charles Schwab$95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree or equivalent experience preferred
  • Active and valid FINRA Series 7 & 63 required
  • 5+ years of financial services experience
  • Previous exposure to fixed income a plus
  • Strong interpersonal and relationship skills
  • Ability to establish rapport with advisors, business partners and peers
  • Strong organizational and time management skills

Responsibilities

  • Develop and deepen advisor relationships within a specified region
  • Provide guidance across advisor bond portfolios and fixed income needs
  • Perform portfolio analysis and facilitate discussions about bonds
  • Collaborate with sales to promote fixed income offerings to advisors
  • Provide proactive solutions to meet advisor needs
  • Work with business partners to address fixed income-related issues
  • Abide by industry, corporate, and fixed income policies to mitigate risk

Benefits

  • Opportunity to work with a leading product platform in Fixed Income
  • Access to a large team of sales & service professionals
  • Involvement in strategic growth and innovation in a key business area
  • Collaboration with diverse teams and roles across the organization
  • Support in fostering advisor success and relationship building
Full Job Description
Your Opportunity

Fixed Income is a strategic priority for Schwab and Advisor Services – the Advisor Bond Specialist role provides an exciting opportunity to be a driver in continuing the growth, innovation and partnerships of this effort. With over $200 billion in Fixed Income assets, an industry leading product platform and a large team of sales & service professionals, this team plays a meaningful role in driving asset growth for both our Advisor and Retail channels. The Advisor Services Fixed Income team supports independent Registered Investment Advisor firms that custody and trade their client assets at Schwab. We partner with Fixed Income trading, Advisor Services Sales, and the Advisor Custody & Trading organization to foster advisors’ needs, growth, and success.

 

As an Advisor Bond Specialist you will be responsible for developing and deepening advisor relationships within a specified region. Our specialists work with our advisors providing guidance across their bond portfolios and fixed income needs with a focus on growing and deepening relationships. Typical advisor interactions range from portfolio analysis and discussions to general bond information and trade execution. In addition, you will have the opportunity to partner with the sales organization to promote our offering with current advisors and prospects. These objectives are accomplished by:

 

  • Representing the Schwab brand and promoting our fixed income offering
  • Performing closely within and across a team of Advisor Bond Specialists
  • Providing proactive solutions which meet our advisors needs
  • Collaborating with business partners to resolve fixed income related issues
  • Partnering closely with Relationship Managers and Business Development Officers in our Regional Field offices to promote our fixed Income offering
  • Abiding by all industry, corporate and fixed income policies and procedures; mitigating risk to the firm, our advisors and their clients
What you have
  • Bachelor’s degree or equivalent experience preferred
  • Active and valid FINRA Series 7 & 63 required
  • 5+ years of financial services experience
  • Previous exposure to fixed income a plus
  • Strong interpersonal and relationship skills
  • Ability to establish rapport with advisors, business partners and peers
  • Strong organizational and time management skills
  • Knowledge of fixed income products (Treasuries, CD’s, GSE’s, MBS’s, Municipals, Corporates, Preferred Securities, Bond Funds, etc.), yield curve analysis, convexity and duration, bond swaps, laddering techniques, and general trading strategies preferred
  • Portfolio analysis comprehension preferred
  • Bloomberg and Factset experience a plus

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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