eFinancialCareers

• Company

  USAA

• Location

  USA-TX-San Antonio

• Compensation

  Competitive

• Position Type

  Employee

• Employment type

  Full time

• Updated

  07 Jan 2009

• eFC Ref no

  476494

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 Financial Planner II for our San Antonio, TX and Phoenix, AZ location.

As a Financial Planner II for USAA, you will provide financial planning advice to members through various channels (e.g. phone, email, fax). Conduct comprehensive financial planning to include: retirement, estate, investments, and risk management. Under limited supervision, performs 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.

Minimum Requirements:

- Certified Financial Planner practitioner. - 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.

Relocation assistance is available for this position.

As you would expect from one of the best places to work in America, we offer outstanding benefits and career advantages that support you at home and at work. Visit usaa.com for more information. USAA is an Equal Opportunity Employer.

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

USAA is an Equal Opportunity Employer.

If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=592116-1366-5453