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Senior Specialist, National Bond Desk

Company: Charles Schwab
Location: Phoenix
Posted on: January 17, 2020

Job Description:

Your OpportunitySchwab was built around a simple idea: put the client first . Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth. We are champions of investors and are looking for additional champions to join our team as a Bond Investment Specialist . Our team is made up of a diverse workforce including experienced professionals, people looking for a career change or re-entering the workforce and recent college graduates. If you enjoy providing a superior level of service to others around you, have a passion for continuous learning and enjoy working with likeminded individuals to learn from and share best practices with this may be the job for you.Schwab takes an innovative approach to investing in Fixed Income, putting the client first in all we do. We build trust and inspire confidence through exceptional service one connection at a time. Our dedicated specialists provide market insight and one-on-one service to help our clients research the right bonds for their portfolios with our unbiased approach in helping clients navigate the fixed income markets. Additionally, we provide online research and commentary on a variety of current market conditions and investing fundamentals. Whether clients 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. We help clients at all stages of investing take charge of their futures and Own Their Tomorrow.What youre good atBond Investment Specialists act as an ambassador of Fixed Income at Schwab to educate, guide, and assist clients. A career in Fixed Income begins with a solid client focused mentality and a strong desire to help clients meet their financial goals. Providing our clients with exceptional experiences is the priority at Schwab and in our Fixed Income Department. Our goal is that all team members create client loyalty with every interaction. We want you to bring your personality to your calls and create those memorable experiences for clients. With a dual focus on inspiring client loyalty and employee engagement and development, we support clients and employees in reaching their goals. Schwab provides extensive training and internal support that affords employees the opportunity to be successful in all aspects of their career.Through your client conversations, you will:

  • Educate clients - engage clients in discussions focused on educating, and providing guidance as it relates to their fixed income needs.
  • Be a client advocate - Care enough to ask the difficult questions knowing that just one question, the right question, can change a clients future.
  • Uncover solutions based options for clients - client needs can range from basic trade execution to more complex research and portfolio reviews. Execute transactions and provide guidance based on clients objectives, time horizon, and risk tolerance.
  • Be consultative - Recommend solutions, when appropriate, to clients which align to their goals. We also partner with the clients wealth planning team for identified business development opportunities.
  • Build strong client and internal relationships - Collaborate in a team based environment with a diverse group of professionals focused on meeting the needs of the clients and Charles Schwab & Co.What you have
    • Active and valid series 7 & 63 (or 66) licenses
    • Financial services experience, an aptitude and willingness for learning Fixed Income (Treasuries, CDs, Municipals, Corporates, Preferred Securities, Bond Funds, Bond ETFs, Professionally Managed Portfolios, and Bond Ladders etc.)
    • Demonstrated experience interacting with clients in a proactive and consultative manner
    • Desire and ability to learn portfolio analysis in order to conduct Fixed Income planning conversations with clients as needed
    • Possess a collaborative and relationship-focused work style with demonstrated success in a team environment
    • Must possess effective time management & communication skills, positive attitude, enthusiasm, professionalism, and a strong work ethic with a high level of integrity.
    • Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy, while adhering to policies, procedures and guidelinesApply for this jobRefer a friendWhy Schwab?At Schwab, Own Your Tomorrow embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Were a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.Hear from employees:: a package designed to empower your health, wealth, career and life.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.Job Locations US-AZ-Phoenix - US-TX-WestlakeRequisition ID 2020-50539Posted Date 6 hours ago (1/13/2020 5:09 PM)Category Client Service & SupportPosition Type Full time

Keywords: Charles Schwab, Phoenix , Senior Specialist, National Bond Desk, Other , Phoenix, Arizona

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