Fixed Income Specialist - National Bond Desk

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Job ID:
Job Category:
Customer Service/Client Service
Relevant Work Experience:
Business Development and Sales-2-5 yrs, Financial Services-2-5 yrs
Current Licenses / Certifications:
FINRA Series 7
Position Located In:
AZ - Phoenix, CO - Lone Tree, TX - Westlake
Job Type:
Full Time

Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616
Paul Guevara

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.

Our Opportunity: 

Schwab takes an innovative approach to investing in Fixed Income. We search more than 200 dealers to provide our clients with broad access to bonds at the best price available on our platform. We provide transparency in pricing for our clients by automatically providing price comparisons and showing the best prices available.

Our dedicated analysts and specialists provide market insight and one on one service to help our clients research the right bonds for their portfolios. There is no substitute for one-on-one guidance with an experienced professional. Additionally, we provide online research and commentary on a variety of current market conditions and investing fundamentals. We help clients at all stages of investing. Whether they are looking to diversify their portfolios, or ready to start drawing income from their savings we are here to help them find the right products to meet their needs and investing goals.

What you’ll do:  

Bond Investment Specialists work with both new and existing clients. Efforts are focused on educating, researching and providing guidance for clients as it relates to their fixed income needs. Typical client needs in the Fixed Income markets can range from basic product information and trade execution, to more complex research and portfolio reviews. Bond Investment Specialists execute transactions based on client’s objectives, time horizon, and risk tolerance.  General customer service inquires and operational functions are handled by representatives in this role as well. When identified, business development opportunities are referred to local Financial Consultants and/or Regional Bond Specialists for appropriate follow up. Support for the electronic trading channel will at times require outbound client contact, as will follow up during Schwab Bond Source (SBS) bid and offer process.

What you have: 

  • Bachelor’s degree or equivalent experience strongly preferred
  • Series 7 & 63 required
  • 3+ years of customer services experience along with 5+ years of financial services experience, ideally with an emphasis in Fixed Income.
  • Excellent business development, relationship and communication skills
  • Strong organizational and time management skills
  • In depth knowledge of all Fixed Income Products (Treasuries, CD’s, GSE’s, MBS’s, Municipals, Corporates, Preferred Securities, Bond Funds, etc.), yield curve analysis, convexity and duration, bond swaps, laddering techniques, and general portfolio analysis
  • Bloomberg experience preferred

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.


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 7
Relevant Work Experience: Business Development and Sales-2-5 yrs, Financial Services-2-5 yrs
Position Located In: AZ - Phoenix, CO - Lone Tree, TX - Westlake
Education: BA/BS
Job Type: Full Time

Category:Customer Service/Client Service
Activation Date: Wednesday, December 27, 2017
Expiration Date: Thursday, January 18, 2018
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.