Sr. Specialist, Fixed Income Service & Operations

**Your opportunity** **At Schwab, youre 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 are champions of investors and are looking for passionate individuals to join our team as an **Annuity & Fixed Income Service** **Specialist.** Our team is made up of a **diverse** workforce including experienced professionals, people looking for a career change or re-entering the workforce and recent college graduates. If you enjoy providing a superior level of service to others around you, have a passion for continuous learning and enjoy working with likeminded individuals to learn from and share best practices with this may be the job for you. Schwab takes an innovative approach to investing in Annuities and Fixed Income, putting the client first in all we do. We build trust and inspire confidence through exceptional service one connection at a time. Whether clients are looking to diversify their portfolios, or ready to start drawing income from their savings we are here to help them find the right products to meet their needs and investing goals. We help clients at all stages of investing take charge of their futures and Own Their Tomorrow. **What You Are Good At:** As a Fixed Income Service Specialist, you would operate in a dual capacity to support our Regional Bond Specialists and act as ambassadors of Fixed Income at Schwab to educate, guide, and assist clients. A career in Fixed Income begins with a solid client focused mentality and a strong desire to help clients meet their financial goals. Providing our clients with exceptional experiences is the priority at Schwab and in the Fixed Income Department. The professional should have a fundamental understanding of general income strategies, working towards developing a deep and expert understanding. Schwab provides extensive training and internal support that affords employees the opportunity to be successful in all aspects of their career. **Through Your Client Conversations, You Will:** + Educate clients - Engage clients in discussions focused on educating and providing guidance as it relates to their fixed income, and service needs. + Engage clients Deliver a great client service when answering inbound phone calls. + Be a client advocate - Care enough to ask the difficult questions knowing that just one question, the right question, can change a clients future. + Uncover solutions-based options for clients - Client needs can range from basic trade execution to more complex research and portfolio reviews. Execute transactions and provide guidance based on clients objectives, time horizon, and risk tolerance. + Be consultative As appropriate, recommend solutions to clients that align to their goals. We also partner with the clients wealth planning team for identified business development opportunities. + Build strong client and internal relationships - Collaborate in a team-based environment with a diverse group of professionals focused on meeting the needs of the clients and Charles Schwab & Co. **What you have** + Active and valid series 7 & 63 (or 66) securities licenses required + Aptitude and willingness for learning Fixed Income products (Treasuries, CDs, Municipals, Corporates, Preferred Securities, Bond Funds, Bond ETFs, Professionally Managed Portfolios, and Bond Ladders etc.) + Demonstrated experience interacting with clients in a proactive and consultative manner + A desire and ability to learn portfolio analysis to conduct Fixed Income planning conversations with clients as needed + A collaborative and relationship-focused work style with demonstrated success in a team environment + Effective time management & communication skills, positive attitude, enthusiasm, professionalism, and a strong work ethic with a high level of integrity + Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy, while adhering to policies, procedures, and guidelines + An ownership mentality with a desire to continually grow and learn + Ability to adapt and implement changes as market and business conditions evolve In addition to the salary range, this role is also eligible for bonus or incentive opportunities. **Whats in it for you** At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. 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 plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance CO Salary Range: USD $49,100 - $93,700 / Year Whats in it for you: At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. 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 plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.