Regional Annuity Specialist
Your Opportunity
Your opportunity
As a Regional Annuity Specialist within Charles Schwab’s Income & Wealth Solutions Group, you will serve as a key resource for financial consultants, providing specialized knowledge and expertise on annuity products and solutions. Your role is to help clients achieve their retirement and income goals by delivering guidance on annuities as part of a broader wealth management strategy. You will work closely with Schwab’s advisors, clients, and internal partners to deepen client relationships and enhance Schwab’s reputation as a trusted financial institution.
Key Responsibilities:
Financial Consultant Support:
- Act as a subject matter expert on annuity products, including fixed, variable, and indexed annuities, and their role within a comprehensive financial plan.
- Educate and coach financial consultants on annuity solutions, helping them identify opportunities and position products effectively for client needs.
- Provide ongoing support to advisors by delivering product knowledge, insights, and tailored recommendations.
Client Engagement:
- Collaborate with financial consultants in client meetings (in person, virtual, or via phone) to explain annuity solutions and how they align with clients’ financial goals.
- Simplify complex product features and help clients understand the benefits and risks associated with annuities.
Platform and Offer Management:
- Partner with Schwab’s Income & Wealth Solutions Offer Group to develop innovative strategies and materials that address evolving client needs.
- Stay informed of market trends, regulatory changes, and competitive products to keep Schwab’s annuity offerings and strategies relevant.
Cross-Functional Collaboration:
- Work closely with product development, compliance, and marketing teams to ensure annuity solutions are aligned with Schwab’s broader business objectives.
- Collaborate with Schwab’s internal wealth specialists to provide a seamless client experience.
What you are good at:
- Strong relationship-building and communication skills with a client-centric approach.
- Ability to work collaboratively across departments and with geographically dispersed teams.
- Analytical mindset with attention to detail and a passion for helping clients achieve financial goals.
- Self-motivated, organized, and adept at managing multiple priorities in a fast-paced environment.
- Demonstrated expertise in annuity products, including fixed, variable, and indexed annuities.
What you have
- Bachelor’s degree or equivalent professional experience
- 5+ years of experience in financial services, with a strong focus on annuities or retirement income planning.
- FINRA Series 6 and 63 (or equivalent) required (or can be obtained under a 120 day condition of employment)
- Advanced degrees or certifications (e.g., CFP®, CFA®, ChFC®) preferred
- Active life & health insurance licensing preferred (or can be obtained under a condition of employment)
- Proven ability to explain complex financial concepts clearly to clients and advisors.
What’s in it for you
At 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. Our Hybrid Work and Flexibility approach 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 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
What you are good at
What you have
- Bachelor’s degree or equivalent professional experience
- 5+ years of experience in financial services, with a strong focus on annuities or retirement income planning.
- FINRA Series 6 and 63 (or equivalent) required (or can be obtained under a 120 day condition of employment)
- Advanced degrees or certifications (e.g., CFP®, CFA®, ChFC®) preferred
- Active life & health insurance licensing preferred (or can be obtained under a condition of employment)
- Proven ability to explain complex financial concepts clearly to clients and advisors.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.