Header Graphic USAA
Financial Solutions Advisor
USAA | Tampa, FL | 11/3/2014
Save Job Button Email Job Button Print Job Button
JOB DESCRIPTION

We are currently seeking talented Financial Advisors for multiple locations:
• Dallas, Texas
• San Antonio, Texas
• Tampa, Florida
• Colorado Springs, Colorado
• Phoenix, Arizona

USAA continuously seeks talented personnel for future opportunities. This sourcing requisition (REQ#20495) is designed for individuals with recent experience as a Financial Advisor who are interested in career opportunities within USAA. Applying to this sourcing requisition indicates that you have an interest in those future career opportunities and does NOT constitute an actual application to a specific position. When selected positions for Financial Advisor are added to our career website, highly qualified candidates will be notified via email and asked to apply to those specific positions if you are interested in the opportunity. Again, this sourcing requisition is not for a specific position. It is designed for candidates interested in future opportunities and allows USAA to keep you apprised of those new opportunities.
We recommend you also continue to monitor the USAA careers website for specific opportunities and create a job search agent.

Click on link below to watch USAA Investments Careers Spotlight:
https://www.youtube.com/watch?v=Tzy-wk7Juo4

PURPOSE OF JOB
The Financial Advisor helps to ensure the financial security of USAA's membership by delivering comprehensive financial assessments and advice to members.

JOB DUTIES

  • Asks questions to discover key information and life events and understand need or problem. Documents relevant information in Client Relationship Management System.
  • Assesses member financial situation and goals.
  • Uses technical knowledge to identify and articulate need for Investment review, Life Insurance review, and Financial Lifestyle Assessment.
  • Develops and delivers simple financial strategy solutions, including financial planning for retirement, investment, insurance, and estate events.
  • Motivates member to take action on recommendation(s) and overcomes objections using basic sales techniques and developing persuasion skills.
  • Implements recommendation(s).
  • May perform assessment and/or review or refer member to another specialist.
  • Identifies and promotes new business opportunities and referrals for one-to-one relationships.
  • As appropriate, introduces the member to a team of specialists to assist with financial planning, bank products, risk management, investment advisory and Trust needs.


JOB REQUIREMENTS

  • Bachelors Degree or 3 years experience providing investment and life insurance solutions to customers by recommending investment and life products such as managed money, mutual funds, brokerage, term-life, perm-life and annuities based on individual needs.
  • 1+ years experience providing investment and life insurance solutions to customers by recommending investment and life products such as managed money, mutual funds, brokerage, term-life, perm-life and annuities based on individual needs.
  • Licenses:
    • FINRA 7
    • FINRA 63
    • FINRA 66 or 63 and 65.

Preferred

  • Bachelor's degree.
  • CFP.
  • CFC.
  • Chartered Life Underwriter or related designation.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Share our pride. Join our mission.

As a Fortune 200 financial services organization, USAA is on a mission - to facilitate the financial security of our members, the men and women of the U.S. military and their families worldwide by providing a full range of financial services and products. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 26,000 employees. They are the heart and soul of our member-service culture.

Recently Ranked #17 in Fortune's 100 Best Companies to Work For in 2014 and marking our fifth straight year in the list's Top 50, we are proud to receive consistently outstanding awards and ratings for member service, employee well-being and financial strength. Everything that happens at USAA is based on our core values: Service, Loyalty, Honesty, and Integrity. These are the foundations of how we do business with our members, as well as how we treat each other.

At USAA our employees enjoy one of the best benefits packages in the business, including business casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.

USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores and three fitness centers.

Relocation assistance is not available for this position.

Qualified applicants must successfully complete a pre-employment background and drug screen.

USAA is an EEO/AA Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other status protected by law.

JOB SNAPSHOT

Employment Type: Full-Time
Base Pay: N/A
Other Pay: N/A
Industry: Insurance
Education: 4 Year Degree
Experience: Not Specified
Manages Others: Not Specified
Relocation: Not Specified
Required Travel: Not Specified
Job ID: US-20495
COMPANY OVERVIEW
USAA

Share our pride. Join our mission.

As a Fortune 200 financial services company with more than $113.5 billion in owned and managed assets, USAA is on a mission — to facilitate the financial security of our members, the men and women of the U.S. military and their families worldwide. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 22,000 employees. They are the heart and soul of our member-service culture.

CareerBuilder.com's Advice

For your privacy and protection, when applying to a job online:
Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.  Learn More >>

By applying to a job using CareerBuilder.com you are agreeing to comply with and be subject to the CareerBuilder.com Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.

  • Apply Now
  • Financial Solutions Advisor @ USAA