Retirement Income Advisor (Sign-On Bonus)
USAAPlano, Texas, United States
Posted March 3, 2026
67520 - 121530 USD
Full Time
About the Company
USAA's mission is to empower members to achieve financial security through highly competitive products, exceptional service, and trusted advice.
Job Description
As an Intermediate Retirement Income Specialist, you will assess members' current retirement income needs, provide advice, and make recommendations based on member needs. The role requires a flexible work environment with the option for a hybrid schedule after 6 months and is based in Plano, TX.
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 plus 16 paid volunteer hours
- Wellness programs
- Career path planning and continuing education