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Investment Consultant - Fairfield, CT
Job
Charles Schwab
Fairfield, CT (In Person)
$83,106 Salary, Full-Time
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Job Description
Investment Consultant
The first foray into the path towards becoming a Financial Consultant(FC)at Schwab, the ICrole providesthe exposure and experiencerequiredto advanceinthis challengingspace.
You'lllearn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients,uncoveringopportunitiesthrough needs-based analysis and positioningappropriate productsand solutions.
You'llobserveour skilled FCs and learn how todeliver unparalleled value and service through collaboration and mentoring.
If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have
- Fairfield, CT Charles Schwab
- 3.9 Fairfield, CT Job Details $32.84
- $47.
ID 2026-122611
Category Retail Branch Position type Regular Pay range USD $32.84- $47.
The first foray into the path towards becoming a Financial Consultant(FC)at Schwab, the ICrole providesthe exposure and experiencerequiredto advanceinthis challengingspace.
You'lllearn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients,uncoveringopportunitiesthrough needs-based analysis and positioningappropriate productsand solutions.
You'llobserveour skilled FCs and learn how todeliver unparalleled value and service through collaboration and mentoring.
If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have
Required Qualifications:
A valid and active Series 7 license isrequired(license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) licenserequired(license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license isrequired(may be obtained under a condition of employment)Preferred Qualifications:
2 years of experience in the financial services industry Ability toleverageBusiness development experience Passion for gainingknowledge of brokerage/banking products and services Openness to build strong client relationships 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. 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