Charles Schwab

Regional Bond Specialist

Charles Schwab

2309 Gracy Farms Ln, Austin, TX 78758, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

The RBS 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 RBS 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. 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.

Where is this job?
This job is located at 2309 Gracy Farms Ln, Austin, TX 78758, USA
Job Qualifications
  • 3+ years of sales experience in financial services

  • Ability to build relationships, collaborate with partners and consistently produce results

  • In depth knowledge of Fixed Income Products

  • Series 7 & 66 required

Required Skills
  • Customer Relationship Management

  • MS Word

  • Bloomberg Analytics

  • Time Management Skills

  • MS Excel skills

Soft Skills
  • Results Oriented

  • Attention to detail

  • Communication Skills

  • Problem Solving Skills

  • Flexible to adapt situations

Compensation

According to JobzMall, the average salary range for a Regional Bond Specialist in 2309 Gracy Farms Ln, Austin, TX 78758, USA is $42,000 to $68,000 annually. This is the median salary range, meaning that half of Regional Bond Specialists in this area earn more than this amount and half earn less.

Additional Information
Charles Schwab is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 29th, 2021
Apply BeforeJune 9th, 2026
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About Charles Schwab

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started