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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 talented Financial Planners II for our Phoenix, AZ and San Antonio, TX locations. As a Financial Planner II for USAA, you will provide financial planning advice to members through various channels (e.g. phone, email, fax). You will conduct comprehensive financial planning to include: retirement, estate, investments and risk management. Under limited supervision, you will perform moderately complex work assignments and problem resolution. Job Duties: - Acquires and applies intermediate knowledge of industry products, services and processes.
- Works with members to implement and modify, as appropriate, financial plans based on individual needs and financial circumstances.
- Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
Qualified candidates need to possess: - Certified Financial Planner practitioner certification.
- Bachelor's degree or equivalent.
- Minimum 4 years of comprehensive financial services experience, i.e. retirement, investment, insurance, tax and estate planning.
- Experience with Microsoft Office applications.
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. 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 available for this position. Qualified applicants must successfully complete a pre-employment background and drug screen. USAA is an Equal Opportunity Employer.
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