Job description
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.
Regional Fixed Income Specialists 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 Income Specialist identifies and understands 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 Income Specialist utilizes multiple sources to uncover and convert sales opportunities. There is typically 25% travel in this role, although frequency may vary depending on market conditions and strategic priorities. In addition, specialists will answer general account inquiries while maintaining a deep understanding of advised products offered by the company.
What you are good at
This position is a relationship-based sales role in which the employee will be responsible for production targets. This role requires a high level of engagement with clients, peers and partners. The employee should have deep understanding of fixed income markets, income strategies and general portfolio analysis. This should include but is not limited to treasuries, municipal and corporate bonds, separately managed accounts, fixed income mutual funds and ETFs.
What you have
A valid and active FINRA Series 7 license required- A valid and active FINRA Series 66 or 63/65 license required
- 3+ years of sales experience in financial services
- Ability to build relationships, collaborate with partners and consistently produce results
- Strong organizational & time management skills
- In depth knowledge of Fixed Income Products
- Ability to effectively use Microsoft Office and Bloomberg
- Bachelor’s degree or equivalent professional experience
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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