Retirement Income Advisor (Sign-On Bonus)
USAAPhoenix, Arizona, United States
Posted March 3, 2026
67520 - 121530 USD
Full Time
About the Company
USAA is an Equal Opportunity Employer that empowers members to achieve financial security through highly competitive products, exceptional service and trusted advice.
Job Description
At USAA, we empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. As an Intermediate Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.
Requirements
- High School Diploma or General Equivalency Diploma
- Active Group 1 Life & Health license
- FINRA Series 7 license
- FINRA Series 66 (or 63 and 65) license
- 1 year of financial industry and/or sales experience
- Experience delivering frequent written and oral communication
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
Benefits
- Comprehensive medical, dental and vision plans
- 401(k)
- Pension
- Life insurance
- Parental benefits
- Adoption assistance
- Paid time off program with paid holidays
- 16 paid volunteer hours
- Various wellness programs
- Career path planning and continuing education