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Regional Annuity Expert Advisors

Job in Lone Tree, Douglas County, Colorado, 80124, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-07-18
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 85000 - 105000 USD Yearly USD 85000.00 105000.00 YEAR
Job Description & How to Apply Below
Position: Regional Annuity Expert for Advisors

Charles Schwab Corporation seeks a Regional Annuity Specialist to serve as a knowledge resource for financial consultants, delivering guidance on annuity products and solutions as part of retirement planning.

You will partner with Schwab’s advisors, clients, and internal teams to deepen relationships, support product alignment, and advance wealth management objectives, with a strong emphasis on client-centric service and on-site collaboration.

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