Highlights
As an Associate Regional Bond Specialist, you'll support a team of Fixed Income specialists serving High Net Worth and Ultra High Net Worth clients by helping uncover growth opportunities, develop investment strategies, and deliver exceptional client experiences. Fixed Income: Apply knowledge of Fixed Income securities, including U.S. Treasuries, CDs, Government Agencies, Municipal Bonds, and Corporate Bonds used to recommend and execute client-focused investment strategies.
Numbers & Facts
| Location | Orlando, FL |
| Industry | Security and Surveillance |
| Company Size | 1,000 to 1,499 employees |
| Year Founded | 1971 |
| Website | http://www.aboutschwab.com/careers |
Description
Your Opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us transform the finance industry together.
As an Associate Regional Bond Specialist, you'll support a team of Fixed Income specialists serving High Net Worth and Ultra High Net Worth clients by helping uncover growth opportunities, develop investment strategies, and deliver exceptional client experiences. You''ll partner closely with branch teams, support client prospecting efforts, and contribute to Fixed Income events and business development initiatives.
Using your Fixed Income expertise, you''ll help build and execute bond strategies, including ladders and barbells, while supporting client analysis and portfolio discussions. Through formal training and hands-on experience, you''ll deepen your knowledge of Fixed Income strategy construction, client prospecting, portfolio analysis, event planning, and business development.
At Schwab, we value continuous learning, growth mindset, skill-building, and career development, providing opportunities to strengthen your expertise while making a meaningful impact.
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 locations.
What you have
Required Qualifications
- Fixed Income: Apply knowledge of Fixed Income securities, including U.S. Treasuries, CDs, Government Agencies, Municipal Bonds, and Corporate Bonds used to recommend and execute client-focused investment strategies.
- Business Development: Demonstrated ability to identify and pursue client growth opportunities to support regional asset growth and client engagement.
- Salesforce: Apply knowledge of Salesforce for client prospecting, pipeline management, and documenting client interactions.
- Communication: Ability to communicate complex Fixed Income concepts and recommendations to clients and business partners to support informed investment decisions.
- Building Collaborative Relationships: Ability to build productive partnerships across specialists, branch teams, and clients to ensure seamless client support and execution.
Additional Requirements
- Active FINRA Series 7, 63, and 66 licenses
Preferred Requirements
- Bachelor's degree
- Experience in educating and recommending advice in managed account strategies
About Company
The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.