What are the responsibilities and job description for the Senior Fixed Income Specialist position at Charles Schwab?
Phoenix, AZ ; Orlando, FL
Requisition ID 2026-123057 Category Financial Planning Position type Regular Pay range USD $28.85 - $44.71 / Hour Application deadline 2026-08-03Your 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
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Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
Benefits:
Health Insurance, 401K Plan, Vacation & Paid Time OffSalary : $29 - $45