Senior Fixed Income Advisor & Client Educator

Charles Schwab; Lone Tree (CO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab in Lone Tree, CO is seeking a Senior Specialist in Fixed Income Service to guide clients in fixed income decisions, provide education, and execute a mix of solicited and unsolicited trades across Treasuries, CDs, municipals, corporates, government agency bonds, and ETFs. You’ll build expertise while aligning investments with client goals in a supportive, client-focused environment.

The role emphasizes consultative communication, risk awareness, and ongoing learning, with in-person

Qualifications

• Consultative communication to explain complex financial concepts clearly and build client trust.
• Proven ability to resolve challenging client situations with empathy and professionalism.
• Ability to evaluate client needs, assess risk, and identify suitable solutions.
• Openness to feedback, learning agility, and commitment to continuous improvement.

Responsibilities

• Handle inbound client conversations and provide consultative support across fixed income products.
• Execute a mix of solicited and unsolicited fixed income trades.
• Develop expertise across U.S. Treasuries, CDs, municipal and corporate bonds, government agency bonds, and preferred securities.
• Guide clients on investment goals, explain complex concepts, and assess needs and risk in portfolio discussions.

Skills

Consultative communication

Problem solving

Critical thinking

Coachability

Education

Bachelor's degree or equivalent experience

Job description

Charles Schwab in Lone Tree, CO is seeking a Senior Specialist in Fixed Income Service to guide clients in fixed income decisions, provide education, and execute a mix of solicited and unsolicited trades across Treasuries, CDs, municipals, corporates, government agency bonds, and ETFs. You’ll build expertise while aligning investments with client goals in a supportive, client-focused environment.

The role emphasizes consultative communication, risk awareness, and ongoing learning, with in-person