Senior Fixed Income Advisor — Hybrid Client Solutions

Charles Schwab; Phoenix (AZ); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+?

Health, dental, and vision insurance

Tuition reimbursement

Job summary

Charles Schwab seeks a Senior Specialist in Fixed Income Service to guide clients in fixed income investing and trade execution. On-site in Phoenix, you’ll build knowledge across Treasuries, CDs, munis, corporates, and agency bonds while supporting wealth management goals.

You’ll engage in consultative conversations, explain complex concepts, assess risk, and help clients achieve their financial objectives through tailored fixed income solutions.

Qualifications

• Explain complex financial concepts clearly to clients.
• Resolve challenging client situations with empathy and professionalism.
• Evaluate client needs, assess risk, and identify suitable solutions.
• Demonstrate openness to feedback and continuous learning.

Responsibilities

• Support clients in making informed investment decisions across fixed income products.
• Handle inbound client conversations and provide consultative education and solutions.
• Execute a mix of solicited and unsolicited fixed income trades.
• Develop expertise in U.S. Treasuries, CDs, Munis, corporates, agencies, and prefs.

Skills

Consultative communication

Problem solving

Critical thinking

Coachability

Education

Bachelor’s degree or equivalent professional experience

Job description

Charles Schwab seeks a Senior Specialist in Fixed Income Service to guide clients in fixed income investing and trade execution. On-site in Phoenix, you’ll build knowledge across Treasuries, CDs, munis, corporates, and agency bonds while supporting wealth management goals.

You’ll engage in consultative conversations, explain complex concepts, assess risk, and help clients achieve their financial objectives through tailored fixed income solutions.