Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616
Curtis A Crawford
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Fixed Income/Regional Bond Specialists build relationships with new and existing clients. Efforts are focused on informing, educating, and advising clients with regard to their fixed income needs. Typical client needs in the fixed income markets can range from basic information and trade execution, to highly complex portfolio analysis and construction.
What you’ll do:
Fixed Income/Regional Bond Specialists (RBS’s) build relationships with clients and key partners, focusing their efforts on education, advice and sales. Typical client needs in the Fixed Income Markets can range from basic information and trade execution, to highly complex portfolio analysis with High Net Worth clients and organizations. The RBS works to identify and understand client goals and objectives and recommends appropriate investment vehicles to meet the client's income needs, including portfolio and asset allocation. Specialists work closely with field partners to develop and assist with sales strategy, call campaigns and workshop delivery. The RBS utilizes multiple business intelligence applications to uncover and execute upon sales opportunities. The RBS is assigned three or more branches and will be primarily call center based. There is typically less than 25% travel in this role, although frequency may vary depending on market conditions and strategic priorities.
In addition, specialists will answer general account inquiries, and have a complete and thorough understanding of products and services offered throughout the company.
What you have:
This position is a sales role and the candidate will be responsible for individual production targets for sales of fixed income products. This role requires a high level of engagement with client's, peers and partners. Applicants should have a thorough understanding of all fixed income markets, technical analysis, income strategies and general portfolio analysis. Applicants should also have a strong understanding of all fixed income products including treasuries, municipal and corporate bonds, separately managed accounts, fixed income mutual funds and ETF’s.
Qualifications candidates should possess for strong consideration:
- Bachelor’s degree or equivalent experience
- Series 7 & 63 required, 66 preferred
- 3 + years of sales experience in financial services
- Excellent Sales & Communication abilities
- Strong Organizational & Time Management skills
- In depth knowledge of all Fixed Income Products
- Ability to effectively use Excel, Word, PPT, Bloomberg & Reuters CFP and/or CFA highly desired.
What you’ll get:
- Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
- Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
- Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
- Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
- Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab.
Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.
||English - spoken
|Current Licenses / Certifications:
||FINRA Series 7
|Relevant Work Experience:
||Financial Services-6+ yrs, Capital Markets-2-5 yrs, Business Development and Sales-6+ yrs, Business Development and Sales-2-5 yrs
|Position Located In:
||DC - District of Columbia, VA - Alexandria, FL - Orlando, TX - Westlake, DC - Washington
Activation Date: Thursday, April 6, 2017
Expiration Date: Friday, June 9, 2017