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Financial Services Banking & Finance Financial Advisor

Regional Annuity Solutions Specialist

Job in Lone Tree, Douglas County, Colorado, 80124, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
A leading financial services provider is seeking a Regional Annuity Specialist in Lone Tree, Colorado. This role involves supporting financial consultants with specialized knowledge in annuity products to help clients with their retirement and income goals. The ideal candidate will have at least 5 years of experience in financial services, particularly in annuities or retirement income planning. Responsibilities include client engagement, educating consultants, and collaborating on innovative annuity strategies.

A competitive benefits package is offered, including a 401(k) match and tuition reimbursement.
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