Senior Fixed Income Investment Advisor

Charles Schwab; Orlando (FL); On-site; USD 85,000 - 130,000; Full time

Job summary

Charles Schwab in Orlando is seeking a Senior Specialist in Fixed Income Service to guide clients in making informed investment decisions, educate on fixed income products, and execute a blend of solicited and unsolicited fixed income trades. You’ll develop expertise across Treasuries, CDs, municipals, corporates, and agency bonds, while advising clients on goals, risk, and portfolio considerations.

This on-site role emphasizes proactive client conversations, continuous learning, and

Qualifications

• Clear explanation of complex financial concepts to clients
• Ability to resolve challenging client situations with empathy and professionalism
• Ability to evaluate client needs, assess risk, and identify solutions
• Openness to feedback, learning agility, and continuous improvement

Responsibilities

• Handle inbound client conversations and provide consultative support
• Explain fixed income concepts and educate clients on investment options
• Execute a combination of solicited and unsolicited fixed income trades
• Develop expertise across U.S. Treasuries, CDs, municipals, corporates, agencies, and preferred securities

Skills

Consultative communication

Problem solving

Critical thinking

Coachability

Education

Bachelor's degree or equivalent

Tools

FINRA Series 7 license

FINRA Series 63 or 66 license

Job description

Charles Schwab in Orlando is seeking a Senior Specialist in Fixed Income Service to guide clients in making informed investment decisions, educate on fixed income products, and execute a blend of solicited and unsolicited fixed income trades. You’ll develop expertise across Treasuries, CDs, municipals, corporates, and agency bonds, while advising clients on goals, risk, and portfolio considerations.

This on-site role emphasizes proactive client conversations, continuous learning, and