Regional Annuity Strategist
Remote / Online - Candidates ideally in
Westlake, Tarrant County, Texas, USA
Listed on 2026-01-13
Westlake, Tarrant County, Texas, USA
Listing for:
Charles Schwab
Full Time, Remote/Work from Home
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Banking & Finance, Financial Consultant
Job Description & How to Apply Below
Location: Westlake
A leading financial services company is looking for a Regional Annuity Specialist to serve as a key resource for financial consultants. The candidate will provide specialized knowledge on annuity products, helping clients achieve retirement and income goals. The position involves educating consultants, providing tailored support, and collaborating with internal teams, while also simplifying complex product features for clients. This role targets individuals with at least 5 years of experience in financial services, particularly in annuities and requires active FINRA licensing.
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