Fixed Income Strategist

Your Opportunity

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

 

As a Fixed Income Strategist, you will work for Schwab Wealth Advisory (SWA) clients as a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.

 

We value integrity,open communication, strong market knowledge, and a passion for client service.If you want to workwith a firm that is dynamic, client focused, invests in your growth, and values your contributions,consider acareer as a Fixed Income Strategist.

What you are good at

As a Fixed Income Specialist, you will work as a fiduciary with existing clients to deepen relationships. Additionally, you will be responsible for:

• Providing on-going fixed income advice and portfolio solutions both directly to clients and in a supporting capacity to Wealth Advisors
• Evaluating suitability and risk tolerance for each client
• Maintaining and growing relationships with your business partners

Working in concert with the assigned Wealth Advisor, you will provide on-going fixed income advice via a phone based relationship. Schwab's advice philosophy will enable you to leverage a vast array of products (i.e. preferred stocks, CDs, individual issues, ETFs, mutual funds, separately handled accounts, etc.) as you help clients manage larger and more complex portfolios. This unique and rewarding opportunity will provide both you the ability to build goal oriented portfolios and nurture long-term relationships.

 

At Schwab, you will have the tools, resources, and support to succeed in a portfolio management environment. Specifically:

• Client relationship management software to enable seamless client interactions
• Access to third party and proprietary research to support the advice recommendations
• On-going training and commitment to your professional development

To learn more about the culture at Schwab, click here to meet our people.

What you have

• Undergraduate degree or higher required
• A valid and active FINRA Series 7 and 66 required (or may be obtained within 90 days)
• In depth knowledge of fixed income products, yield curve analysis, convexity, duration, bond swaps, laddering techniques, and general portfolio analysis
• Five or more years in the financial services industry working directly with high net worth clients
• CFP or CFA highly preferred
• Superior relationship management and client retention experience
• Polished interpersonal, communication and presentation skills, attention to detail

 

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Employment Type: FULL_TIME