Financial Planning Director
Share our pride. Join our mission.
At USAA, we know what it means to serve. As a Fortune 200 financial services company, we are dedicated to facilitating the financial security of the military community. Founded in 1922 by a handful of military officers, our success is due to our most precious resource, our employees. They are the heart and soul of our member-service culture.
Headquartered in San Antonio, TX, we are recognized for the superior service we provide to our members, and provide an exemplary work environment 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 Planning Director for our Phoenix, AZ location.
As a Financial Planning Director for USAA, you will manage financial planning member service employees who are dedicated to knowing our members, understanding their individual needs and providing appropriate solutions. You will develop employees through regular coaching and feedback that lead to improved results. You will execute process improvements and lead organizational process changes. You will maintain compliance with policies, procedures and regulations.
Qualified candidates need to possess:
Bachelor's degree or equivalent work experience.
5 years of financial services experience.
3 years of management or leadership experience.
NASD Series 7, 63 and 65 licenses.
Expert knowledge of financial products and services.
Ability to acquire NASD Series 24, Group 1, Certified Financial Planner/Practitioner and/or Chartered Retirement Planning Counselor (CRPC) designation if necessary.
Preferred experience includes:
Bachelor's degree in business, accounting, finance or other related field.
Relationship/Integrity selling experience.
Experience preparing and giving briefings to senior management.
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.
Qualified applicants must successfully complete a pre-employment background and drug screen.
USAA is an Equal Opportunity Employer.
Please see Job Description