Financial Advisor

Job Location:  US-TX-San Antonio Job Category:  Accounting/Finance/Insurance Status:  Full Time, Employee Job Reference #:   5276 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. Recently Ranked #1 by Business Week in Customer Service, we are recognized for the superior service we provide to our members, and the exemplary work environment we provide for our employees. 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. USAA is currently seeking a talented a Financial Advisor for our San Antonio, TX facility. As a Financial Advisor for USAA, you will have one of the most important roles in the company. You will spend approximately 90% of your day handling in –bound phone calls from our current members. You will advise them on an array of financial issues, retirement planning, college funding, asset allocation, insurance planning and debt management. You will recommend appropriate financial planning products and develop financial strategies based on member's goals and individual needs. USAA advantages include: No cold calling. Providing our Financial Advisors with a book of established business. No driving throughout the city because we are an inbound call environment. Base salaries plus bonuses leading to greater stability than commission –driven compensation plans. Qualified candidates need to possess: Bachelor's degree or equivalent work experience. The following licenses: NASD Series 7, 63 and 65. Ability to acquire insurance license, designation and/or securities registration to include Group 1 and Chartered Retirement Planning Counselor (CRPC). 3 years of customer contact experience. 1 year of financial services experience (to include life, investments or financial planning). Ability to work well independently and in a team environment. Ability to listen, understand and confidently influence others to a positive outcome. Ability to work extended hours. Ability to enjoy working in a fast – paced work environment dedicated to serving USAA's members Preferred Qualifications: Licenses, professional designations or progress towards professional designations (CFP, ChFC, CLU, CFA).. Ability to acquire insurance license, designation, and or/securities registration, to include Group 1 and Chartered Retirement Planning Counselor (CRPC) within the required time frame. 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. 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 available for this position. USAA is an Equal Opportunity Employer. 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. Qualified applicants must successfully complete a pre-employment background and drug screen.