Senior Fixed Income Advisor - Client-Focused Wealth

Charles Schwab Corporation

Westlake (TX)

On-site

USD 65,000 - 90,000

Full time

4 days ago

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Job summary

Charles Schwab Corporation in Westlake, TX is seeking a Senior Specialist in Fixed Income Service to support clients with investment guidance across fixed income products. You will handle inbound client conversations, provide consultative support, and execute fixed income trades.

This role offers a path into wealth management with ongoing learning and collaboration. Required qualifications include FINRA Series 7 and Series 63 or 66 licenses, consultative communication, problem solving, and

Qualifications

Consultative communication to explain complex financial concepts clearly.
Strong problem solving to resolve challenging client situations.
Ability to assess client needs, risk, and identify solutions.
Open to feedback, learning agility, and continuous improvement.

Responsibilities

Support clients in making informed investment decisions across fixed income products.
Handle inbound client conversations and provide consultative guidance.
Execute a combination of solicited and unsolicited fixed income trades.
Develop expertise across U.S. Treasuries, CDs, municipals, corporates, gov agency bonds, and preferred securities.