Charles Schwab · 1 day ago
Regional Annuity Specialist
US-TX-Westlake
Full-time
Onsite
Senior Level
$92K/yr - $140K/yr
5+ years expCharles Schwab is a financial services company, and they are seeking a Regional Annuity Specialist within their Income & Wealth Solutions Group. This role involves providing expertise on annuity products and collaborating with financial consultants to support clients in achieving their retirement and income goals.
Financial Services
Responsibilities
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
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
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
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
Qualification
Required
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)
Demonstrated expertise in annuity products, including fixed, variable, and indexed annuities
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
Proven ability to explain complex financial concepts clearly to clients and advisors
Preferred
Advanced degrees or certifications (e.g., CFP®, CFA®, ChFC®)
Active life & health insurance licensing preferred (or can be obtained under a condition of employment)
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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