Senior Fixed Income Advisor (Hybrid)

Charles Schwab; Phoenix (AZ); On-site; USD 75,000 - 110,000; Full time

Job summary

Charles Schwab in Phoenix, AZ seeks a Senior Specialist in Fixed Income Service to support clients with guidance, education, and fixed income solutions. You will handle inbound calls, advise on investments, and execute a mix of solicited and unsolicited fixed income trades for clients.

The role requires FINRA Series 7 and either Series 63 or 66 licenses, plus excellent communication, problem solving, and risk awareness in a fast-paced advisory environment.

Qualifications

• Ability to explain complex financial concepts clearly and build trust with clients
• Proven ability to resolve challenging client situations and de-escalate when necessary
• Ability to evaluate client needs, assess risk, and identify appropriate solutions
• Openness to feedback, learning agility, and continuous improvement

Responsibilities

• Handle inbound client calls and provide consultative guidance on fixed income products
• Provide education on fixed income investments including U.S. Treasuries, municipal bonds, corporates, CDs, ETFs, etc.
• Execute a combination of solicited and unsolicited fixed income trades for clients
• Assist clients in aligning investments with goals and risk tolerance

Skills

Consultative communication

Problem solving

Critical thinking

Coachability

Education

Bachelor’s degree or equivalent

Tools

FINRA Series 7 license

FINRA Series 63/66 license

Job description

Charles Schwab in Phoenix, AZ seeks a Senior Specialist in Fixed Income Service to support clients with guidance, education, and fixed income solutions. You will handle inbound calls, advise on investments, and execute a mix of solicited and unsolicited fixed income trades for clients.

The role requires FINRA Series 7 and either Series 63 or 66 licenses, plus excellent communication, problem solving, and risk awareness in a fast-paced advisory environment.