Charles Schwab

Regional Annuity Specialist

Charles Schwab$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Deep knowledge of annuity products and retirement strategies required for effective guidance.
  • Strong ability to collaborate across various teams including product development and operations.
  • Skilled in simplifying complex financial concepts for both clients and advisors.
  • Exceptional organizational skills to handle multiple priorities in a fast-paced setting.
  • Active FINRA Series 6 or 7 license essential for the role.
  • Active FINRA Series 63 license (or equivalent) required.
  • Life & Health Insurance License is a plus and can be obtained within 120 days.

Responsibilities

  • Serve as a subject matter expert on annuity products for financial consultants.
  • Educate and coach advisors on integrating annuities into broader wealth management strategies.
  • Simplify complex financial information for clear communication with clients and consultants.
  • Manage relationships with clients to align annuity solutions with their retirement goals.
  • Collaborate with internal teams to ensure product solutions stay relevant and accurate.
  • Support advisors in enhancing Schwab’s reputation as a trusted financial institution.

Benefits

  • Bonuses or incentive opportunities available.
  • In-office collaboration emphasized for team effectiveness.
Full Job Description

As a Regional Annuity Specialist, 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.

What You Have

Required Qualifications (skills assessed during the interview):

  • Product Expertise – The role centers on serving as a subject matter expert on annuity products, requiring deep product expertise to provide credible, specialized guidance to advisors and clients. It also directly supports clients’ retirement and income goals, making it essential to frame annuity recommendations within a broader retirement strategy rather than as standalone solutions.
  • Cross-Functional collaboration – The role includes educating and coaching financial consultants on annuity solutions, requiring the ability to transfer knowledge and build capability beyond individual advisory work. It also demands strong cross-functional collaboration, partnering with product development, operations, and wealth specialists to ensure solutions remain aligned, accurate, and up to date.
  • Client Relationship Management – The role requires effectively communicating complex financial concepts by simplifying product features and educating both consultants and clients, ensuring clarity in guidance. It is also deeply client-centric, focused on aligning solutions to client retirement and income goals while strengthening relationships. Success depends on building trust and continuity in client interactions, enabling tailored recommendations that enhance both the client experience and advisor effectiveness.
  • Organization – The role calls for being self-motivated, organized, and able to manage multiple priorities in a fast-paced environment. This skill matters because the role spans advisor support, client engagement, product alignment, and internal collaboration simultaneously.
What you have

Additional Requirements

  • Active FINRA Series 6 or 7 license
  • Active FINRA Series 63 license (or equivalent)

Preferred Qualifications

  • Life & Health Insurance License
    • May be obtained within the first 120 days
  • Advanced degrees or certifications including CFP®, CFA®, ChFC®

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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