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What you are good atThis 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 haveA valid and active FINRA Series 7 license requiredA valid and active FINRA Series 66 or 63/65 license required (or could be obtained after a 90 day Condition of Employment)3+ years of sales experience in financial services requiredCFA, CFP, or MBA preferredAbility to build relationships, collaborate with partners and consistently produce resultsStrong organizational & time management skillsIn depth knowledge of Fixed Income ProductsAbility to effectively use Microsoft Office, FactSet and BloombergBachelor’s degree or equivalent professional experienceIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt Schwab, we’re committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. OurHybrid Work and Flexibilityapproach 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 competitivebenefits packagethat takes care of the whole you - both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
