Investment Consultant - Fairfield, CT
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About The Position
As an Investment Consultant at Charles Schwab, you will be an integral part of the Branch Network, which is dedicated to providing comprehensive Wealth Management services to individuals and families. This role involves collaborating closely with Senior Financial Consultants (Sr. FCs) to support the growth and management of an affluent wealth management practice. Your primary responsibilities will include servicing clients, enhancing client relationships, and delivering tailored financial advice in partnership with the Sr. FCs. You will play a crucial role in business development by identifying opportunities to expand the practice and deepen client engagement. In this team-based model, you will provide direct support to Sr. Financial Consultants and their practice clients. This includes managing client communications through various channels such as phone calls, emails, and face-to-face meetings. You will be responsible for uncovering additional business development opportunities and working collaboratively with your Sr. FCs to close new business. Your role will also involve building and delivering financial plans, updating client information using Schwab's internal CRM tool, and preparing for client appointments. Additionally, you will manage local event administration, which includes venue selection, scheduling, contract negotiations, and client follow-ups. Your efforts will contribute to enhancing the overall client experience and improving the client promoter score for the branch. You will also assist in the initial client onboarding process and support Sr. FCs with client segmentation and engagement strategies, utilizing various outreach methods such as branch workshops and regional events.
