Associate Regional Bond Specialist

Charles Schwab; Orlando (FL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave

Job summary

Charles Schwab is seeking an Associate Regional Bond Specialist to support a team of Fixed Income professionals serving High Net Worth clients. You will help uncover growth opportunities, develop investment strategies, and enhance client experiences while partnering with branch teams.

You will build and execute bond strategies, including ladders and barbells, and deepen knowledge of Fixed Income construction, client prospecting, portfolio analysis, event planning, and business development

Qualifications

• Specialist knowledge of Fixed Income securities (Treasuries, CDs, Agencies, Municipals, Corporate bonds).
• Proven ability to grow client base and asset growth in regional markets.
• Experience using Salesforce for prospecting, pipeline management and documenting interactions.
• Ability to translate complex Fixed Income concepts for clients and colleagues.
• Ability to build productive partnerships across specialists, branches, and clients.

Responsibilities

• Support Fixed Income specialists serving HNWI and UHNW clients.
• Identify and pursue client growth opportunities to drive regional asset growth.
• Assist with client prospecting, events, and business development initiatives.
• Convey and recommend Fixed Income strategies and portfolio analyses to clients.

Skills

Fixed Income

Business Development

Salesforce

Communication

Collaboration

Education

Bachelor’s degree

Tools

Salesforce

Job 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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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