Fixed Income Strategist

Your Opportunity

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

What you’ll do

• Work with Wealth Advisors and clients to create sophisticated, dynamic, and customized advised solutions.
• Apply specialized knowledge in conjunction with comprehensive portfolio construction and advice. Can resolve a wide range of issues by applying judgment and technical know-how to identify creative ways to complete assignments, and influence others to take action.
• Extend the application of knowledge both to the end client as well as internal advisors in support of the goals of the broader advisory business. Must demonstrate initiative and have a strong desire to contact clients proactively to deepen relationships. Uses broad business knowledge and experience as a technical specialist to improve business outcomes.
• Work on problems and situations of diverse scope where analysis of data requires an evaluation of identifiable and intangible factors. Demonstrates good judgment in selecting methods and approaches for obtaining solutions.
• Maintain a high level of professionalism in working with key business partners. Displays the ability to effectively build trust, communicate and resolve conflicts where vital in fostering ongoing and effective working relationships.
• Serve as a client resource in providing fixed income solutions and investment recommendations to support, retain, and grow Schwab Wealth Advisory. Maintains a role as center resource by providing updates, viewpoints and relevant research to the Wealth Advisor and Associate Wealth Advisor population regarding income strategies and how they can be used to compliment client portfolios.
• Proactively engage Wealth Advisors to introduce various income solutions and ways they can assist clients in achieving their objectives. Utilizes area of specialty to uncover and support growth opportunities by supporting the sales process and Branch partnerships.

What you have

• 5+ years of Financial Services experience, Bachelor’s degree required
• Finra Series 7, 66 required
• CFP® or CFA designation preferred but not required.
• Extensive experience trading Fixed Income securities including US Treasuries, CDs, Government Agencies, Municipal and Corporate debt
• Working knowledge of Schwab Wealth Advisory and Schwab Branch Network preferred
• Track record of experience in providing comprehensive advice and guidance to clients and/or extensive trading experience and product knowledge in Fixed Income securities.
• Can effectively articulate personal branding message and the firm’s mission in support of maintaining and growing new relationships and overall sales activities.
• Ability to communicate with strong speaking, writing and presentation skills.
• Technological savvy, proficiency with computer hardware, software and ability to pick up new programs and changes quickly.
• Experience and success at building and maintaining outstanding relationships with various internal partners.
• Proven ability to create and deliver income advice to client’s overall goals and objectives. Use a wide range of products and strategies. Ability to remain flexible in managing partner relationships and ensuring the ongoing appropriateness of Schwab Wealth Advisory solutions for enrolled clients.
• Demonstrated leadership, positive demeanor and collaboration that give to building Wealth Advisor partnerships and client loyalty.
• Ability to listen for cues and identify consolidation and enrollment opportunities.
• Demonstrates a high level of technical competency in Fixed Income, Modern Portfolio Theory, Technical Analysis, taxes, and financial planning.
• Demonstrates ownership and coordination of additional internal and external resources to serve advisors and clients to drive outcomes.
• Project management ability, organizational skills, attention to detail leading to effective time management.