Investment Consultant - Fairfield, CT

About the role

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The IC role provides the exposure and experience required to advance in this challenging space.

Responsibilities

• Learn and grow within our Branch Network
• Uncover opportunities through needs-based analysis and position appropriate products and solutions
• Observe and learn from skilled Financial Consultants (FCs)
• Deliver unparalleled value and service through collaboration and mentoring

Requirements

• A valid and active Series 7 license is required (may be obtained under a condition of employment through Branch Network Licensing Program)
• A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment)
• A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
• 2 years of experience in the financial services industry preferred
• Leverage Business development experience preferred
• Passion for gaining knowledge of brokerage/banking products and services preferred
• Openness to build strong client relationships preferred

Qualifications

• Passionate about financial consulting
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Proactive and goal-oriented

Skills

• Outstanding customer service skills
• Effective communication and presentation skills
• Ability to build and maintain strong client relationships
• Strong analytical and problem-solving skills

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time off 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

Pay

Competitive compensation based on experience and qualifications.

Schedule

Hybrid work schedule providing flexibility to work from home and office.