Charles Schwab Financial Service Licensed Professional in Phoenix, Arizona


Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215

Larcelia Shells


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:

The National Bond Desk takes an innovative approach to investing in Fixed Income. We have access to more than 200 dealers to provide our clients with broad access to bonds at the best price available on our platform. At Schwab, we believe “Price matters. More than ever. and in our industry more than most” Because of our commitment to this principle, we provide transparency in pricing for our clients by automatically providing price comparisons and showing the best prices available.

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. We help clients at all stages of investing. Whether they 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.

What you’ll do:

Bond Investment Specialists work with both new and existing clients. Efforts are focused on educating, researching and providing guidance for clients as it relates to their fixed income planning. Typical client needs in the Fixed Income markets can range from basic product information and trade execution, to more complex research and portfolio reviews. Bond Investment Specialists execute transactions based on client’s objectives, time horizon, and risk tolerance. General client service inquires and operational functions are handled by representatives in this role as well. When identified, business development opportunities are referred to Regional Bond Specialists who work with local Financial Consultants for appropriate follow up. Support for the electronic trading channel will at times require outbound client contact, as will follow up during Schwab Bond Source (SBS) bid and offer process.

What you have:

  • Series 7 & 63 required with a goal of obtaining the Series 66

  • 3+ years of financial services experience

  • Passion for building relationships with clients

  • Engaging verbal communication skills

  • Ability to contribute to a team collaborative environment.

  • A strong desire to learn Fixed Income Products & Strategies (Treasuries, CD’s, Municipals, Corporates, Preferred Securities, Bond Funds, Bond ETFs, Professionally Managed Portfolios, Bond Ladders etc.) and general portfolio analysis and fixed income planning conversations

  • Effective organizational and time management skills

  • Bachelor’s degree preferred

  • Bloomberg experience preferred

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • 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/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 7

Relevant Work Experience: Trading-6+ yrs, Retirement Services-less than 2yrs, Retirement Services-2-5 yrs, Trading-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Banking-less than 2 yrs, Brokerage Operations-less than 2yrs, Banking-6+ yrs, Brokerage Operations-6+ yrs, Retirement Services-6+ yrs, Banking-2-5 yrs, Trading-less than 2 yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Accounting and Finance-6+ yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs, Risk Analysis

Position Located In: AZ - Phoenix, TX - Westlake

Education: HS/GED

Job Type: Full Time

Category:Brokerage Operations & Trading

Activation Date: Thursday, July 5, 2018

Expiration Date: Saturday, July 21, 2018

Apply Here