Senior Fixed Income Advisor: Wealth Management Onsite

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Charles Schwab Corporation seeks a Senior Specialist in Fixed Income Service to guide clients in fixed income decisions, educate on product options, and execute trades with a consultative approach.

You will build deep knowledge across Treasuries, CDs, municipals, corporates, government agencies, and preferred securities while maintaining regulatory compliance and strong risk awareness. This is an on-site role in Phoenix, AZ.

Qualifications

• Explain complex financial concepts clearly and build client trust.
• Resolve challenging client situations with empathy and professionalism.
• Evaluate client needs, assess risk, and identify suitable solutions.
• Be open to feedback and continuously improve performance.

Responsibilities

• Provide guidance and solutions across fixed income products to clients.
• Handle inbound client conversations and consult on investment decisions.
• Execute a mix of solicited and unsolicited fixed income trades.
• Develop expertise across Treasuries, CDs, municipals, corporates, agencies and preferreds.

Skills

Consultative communication

Problem solving

Critical thinking

Coachability

Education

Bachelor’s degree or equivalent experience

FINRA Series 7 license

FINRA Series 63 or 66 license

Job description

Charles Schwab Corporation seeks a Senior Specialist in Fixed Income Service to guide clients in fixed income decisions, educate on product options, and execute trades with a consultative approach.

You will build deep knowledge across Treasuries, CDs, municipals, corporates, government agencies, and preferred securities while maintaining regulatory compliance and strong risk awareness. This is an on-site role in Phoenix, AZ.