USAA

Retirement Income Advisor (Sign-On Bonus)

USAA(8 days ago)

Plano, TXOnsiteFull TimeMedior$67,520 - $121,530Financial Services
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About this role

The Intermediate Retirement Income Specialist at USAA is responsible for assessing member retirement income needs, providing advice, and recommending financial strategies. The role involves communicating with members, developing retirement plans, and ensuring compliance with regulations. It offers a competitive salary and benefits, with a focus on financial security and member service.

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Required Skills

  • Financial Planning
  • Retirement Planning
  • Customer Service
  • Income Strategies
  • Sales
  • Financial Advisory
  • Legislative Monitoring
  • Negotiation
  • Communication
  • Risk Management

Qualifications

  • High School Diploma
  • Life & Health License
  • FINRA Series 7
  • FINRA Series 66 (or 63 and 65)
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About USAA

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At USAA, we know the best way to serve our members is by building the best team. Learn more about careers at USAA and view available jobs here.

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