Regional Annuity Specialist

• 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.

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

• Life & Health Insurance License

• May be obtained within the first 120 days

• Advanced degrees or certifications including CFP®, CFA®, ChFC®

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.

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. 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