Associate Regional Bond Specialist

Job description

Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us transform the finance industry together. As an Associate Regional Bond Specialist , you’ll support a team of Fixed Income specialists serving High Net Worth and Ultra High Net Worth clients by helping uncover growth opportunities, develop investment strategies, and deliver exceptional client experiences.

You'll partner closely with branch teams, support client prospecting efforts, and contribute to Fixed Income events and business development initiatives. Using your Fixed Income expertise, you'll help build and execute bond strategies, including ladders and barbells, while supporting client analysis and portfolio discussions. Through formal training and hands-on experience, you'll deepen your knowledge of Fixed Income strategy construction, client prospecting, portfolio analysis, event planning, and business development.

At Schwab, we value continuous learning, growth mindset, skill-building, and career development, providing opportunities to strengthen your expertise while making a meaningful impact. 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 locations. What you have

Required Qualifications

Fixed Income : Apply knowledge of Fixed Income securities, including U.S. Treasuries, CDs, Government Agencies, Municipal Bonds, and Corporate Bonds used to recommend and execute client-focused investment strategies.

Business Development

Demonstrated ability to identify and pursue client growth opportunities to support regional asset growth and client engagement.

Salesforce

Apply knowledge of Salesforce for client prospecting, pipeline management, and documenting client interactions.

Communication

Ability to communicate complex Fixed Income concepts and recommendations to clients and business partners to support informed investment decisions.

Building Collaborative Relationships

Ability to build productive partnerships across specialists, branch teams, and clients to ensure seamless client support and execution.

Additional Requirements

Active FINRA Series 7, 63, and 66 licenses

Preferred Requirements

Bachelor’s degree Experience in educating and recommending advice in managed account strategies 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