Charles Schwab Fixed Income Specialist, Regional Bond Desk in Chicago, Illinois


Chicago - IL, IL150SW, 150 S Wacker Dr, 60606-4111

Evan Russell


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 at 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:

Fixed Income/Regional Bond Specialists (RBS) 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 RBS works to identify and understand 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 RBS utilizes multiple business intelligence applications to uncover and execute upon sales opportunities. The RBS is assigned three or more branches and will be based in Chicago. There is typically less than 25% travel in this role, although frequency may vary depending on market conditions and strategic priorities. In addition, specialists will answer general account inquiries, and have a complete and thorough understanding of products and services offered throughout the company.

What you’ll do:

This position is a sales role and the candidate will be responsible for individual production targets for sales of fixed income products. This role requires a high level of engagement with clients, peers and partners. Applicants should have a thorough understanding of all fixed income markets, technical analysis, income strategies and general portfolio analysis. Applicants should also have a strong understanding of all fixed income products including treasuries, municipal and corporate bonds, separately managed accounts, fixed income mutual funds and ETFs.

What you have:

  • Bachelor’s degree or equivalent experience

  • Series 7 & 63 required, 66 preferred

  • 3 + years of sales experience in financial services

  • Excellent Sales & Communication abilities

  • Strong Organizational & Time Management skills

  • In depth knowledge of all Fixed Income Products

  • Ability to effectively use Excel, Word, PPT, Bloomberg & Reuters CFP and/or CFA highly desired.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • 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 at" .

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.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 66, FINRA Series 63, FINRA Series 7

Relevant Work Experience: Business Development and Sales-2-5 yrs, Financial Services-2-5 yrs

Position Located In: IL - Chicago

Education: BA/BS

Job Type: Full Time

Category:Sales/Business Development

Activation Date: Wednesday, June 13, 2018

Expiration Date: Sunday, August 5, 2018

Apply Here