Senior Fixed Income Advisor for Wealth Management

Charles Schwab Corporation; Orlando (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

Charles Schwab Corporation in Orlando, FL is seeking a Senior Specialist in Fixed Income Service to support clients with guidance, education, and fixed income trade execution. You will work on-site with a focus on U.S.

Treasuries, CDs, munis, corporates, and ETFs, building investment knowledge through consultative conversations. The role requires active FINRA Series 7 and Series 63 or 66 licenses, excellent communication, problem solving, and a collaborative, client-centric approach with growth

Qualifications

• Explain complex financial concepts clearly and build trust with clients.
• Resolve challenging client situations and de-escalate when necessary with empathy and professionalism.
• Evaluate client needs, assess risk, and identify appropriate solutions.
• Open to feedback, learning agility, and continuous improvement.

Responsibilities

• Handle inbound client conversations and provide consultative support across fixed income products.
• Execute a combination of solicited and unsolicited fixed income trades.

Skills

Consultative communication

Problem solving

Critical thinking

Coachability

Education

Bachelor’s degree or equivalent

Job description

Charles Schwab Corporation in Orlando, FL is seeking a Senior Specialist in Fixed Income Service to support clients with guidance, education, and fixed income trade execution. You will work on-site with a focus on U.S.

Treasuries, CDs, munis, corporates, and ETFs, building investment knowledge through consultative conversations. The role requires active FINRA Series 7 and Series 63 or 66 licenses, excellent communication, problem solving, and a collaborative, client-centric approach with growth