Regional Fixed Income Strategist

Charles Schwab Corporation; Orlando (FL); Presencial; USD 95.000 - 130.000; Jornada completa

Descripción de la vacante

Charles Schwab Corporation in Orlando, FL is seeking an Associate Regional Bond Specialist to support Fixed Income specialists serving High Net Worth clients, uncover growth opportunities, and help develop investment strategies.

You will partner with branch teams, manage client prospecting, and contribute to events and business development; you will build and execute bond strategies, including ladders and barbells, and participate in portfolio discussions.

Formación

• Fixed Income knowledge across U.S. Treasuries, CDs, Agencies, Municipals, and Corporate bonds.
• Business development: identify and pursue client growth opportunities to support regional asset growth.
• Salesforce usage for client prospecting, pipeline management and documenting interactions.
• Ability to communicate complex Fixed Income concepts to clients and partners for informed decisions.
• Ability to build productive partnerships across specialists, branches, and clients.

Conocimientos

Fixed Income

Business Development

Communication

Building Collaborative Relationships

Salesforce

Educación

Bachelor’s degree

Herramientas

Salesforce

Descripción del empleo

Charles Schwab Corporation in Orlando, FL is seeking an Associate Regional Bond Specialist to support Fixed Income specialists serving High Net Worth clients, uncover growth opportunities, and help develop investment strategies.

You will partner with branch teams, manage client prospecting, and contribute to events and business development; you will build and execute bond strategies, including ladders and barbells, and participate in portfolio discussions.