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Job Status:
Full Time
Work Experience Required:
Up to 2 Years
Hours/Shifts:
Day (First Shift)
Education Required:
BA Degree or BS Degree
Certification Required:
Unspecified
Weekends:
Not Required
Authorized to work in US:
Yes
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| Pay and Benefits |
Salary Range:
Unspecified
Benefits:
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Wealth Management Relationship Manager III
USAA
Job Reference Number: 7487
PURPOSE OF JOB
Builds multi-generational relationships with our affluent members through various channels (e.g. phone, face-to-face, e-mail). Proactively designs, develops and delivers solutions that meet USAA's high net worth members' individual financial needs. Under direct supervision, performs routine work assignments and problem resolution.
JOB DUTIES
· Acquires and applies general knowledge of industry products, services, and processes.
· Responsible for the most complex financial relationships, as well as for the identification and promotion of new business opportunities.
· Owns the relationship and ensures the comprehensive delivery of wealth management capabilities. As appropriate, introduces the member to a team of specialists to assist with financial planning, lending, insurance and Trust.
· Seeks guidance from team members to resolve issues and to identify appropriate issues for escalation.
Minimum Requirements
· Bachelor's degree (or equivalent work experience).
· Up to two years relevant financial services experience.
· General knowledge of complex products and solutions tailored to meet the needs of the affluent market.
· FINRA Series 7 and 63 (or 66)
· FINRA Series 65 or 66 (within 90 days)
· Life and Health license (within 90 days)
· At least one industry-related designation.
Preferred
· Group 1 license.
· Strongly prefer at least two professional designations or work towards CFP.
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.
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