Senior Fixed Income Specialist

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

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

As a Senior Specialist in Fixed Income Service, you will support clients in making informed investment decisions by providing guidance, education, and solutions across fixed income products. In this role, you will handle inbound client calls, provide consultative support for clients aligned to their goals, and execute a combination of solicited and unsolicited fixed income trades for clients. You provide expertise on fixed income investments including U.S. Treasuries, certificates of deposits, municipal bonds, corporate bonds, government agency bonds, and preferred securities. This position is ideal for someone who thrives in a fast‑paced, client‑focused environment, and brings a strong growth mindset motivated by continuous learning and professional development.

What you have

Required Qualifications:

• Consultative Communication: Ability to explain complex financial concepts clearly and build trust with clients
• Problem Solving: Proven ability to resolve challenging client situations and de‑escalate when necessary, using empathy, active listening, and professionalism
• Critical Thinking: Ability to evaluate client needs, assess risk, and identify appropriate solutions
• Coachability: Demonstrates openness to feedback, learning agility, and a commitment to continuous improvement

Additional Requirements:

• Active FINRA Series 7 license
• Active FINRA Series 63 or 66 license
• Experience interacting with clients in a proactive, consultative service environment
• Strong time management, attention to detail, and risk awareness when executing trades

Preferred qualifications:

• Bachelor’s Degree or equivalent professional experience
• Experience with fixed income products (Treasuries, Municipals, Corporates, CDs, ETFs, etc.)
• Ability to conduct portfolio‑related or investment planning conversations
• Experience working in a collaborative, team‑based environment

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28‑day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance