Wealth Manager
USAA - New York, NY

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Serves as primary financial advisor providing individualized solutions in an effort to preserve and deepen USAA's high net worth members through various channels (telephone, email, and face-to-face). Develops advocacy based relationships and provides comprehensive financial planning and consultations. Ensures the acquisition, relationship, and retention of private investment management accounts.

JOB DUTIES
  • Applies broad knowledge of financial products, services, and strategies to provide proactive holistic advice and financial planning regarding complex financial issues impacting the affluent market.
  • Conducts comprehensive reviews to include asset allocation, retirement strategies, risk management, preservation of wealth, accumulation and wealth transfer strategies. Provides recommendations for modifications based on member's risk tolerance, goals, objectives and individual preferences.
  • Creates and delivers sales presentations to members and prospects, effectively incorporating needs based selling techniques.
  • Maintains knowledge of competitive landscape and effectively communicates the value of USAA's Wealth Management offerings and how it fits into each member's financial strategy and life planning goals.
Minimum Requirements
  • Bachelor's degree (or equivalent work experience).
  • 4+ years relevant financial services experience.
  • Broad knowledge of financial products and solutions for affluent market (e.g., investments, retirement, discretionary money management, risk management, long-term care, etc.).
  • Working knowledge of Microsoft Office tools.
  • Working knowledge of windows operating environment.
  • FINRA Series 7 and 66 (or 63 and 65) or obtainment within 90 days.
  • Life & Health license within 90 days.
  • Certified Financial Planner practitioner.
  • Certified Wealth Strategist (CWS) designation within specified timeframe.
Preferred
  • Master's degree (or equivalent work experience).
  • 6+ years relevant financial services experience.
  • 4+ years experience applying financial planning strategies retirement, investment, insurance, tax, and estate).
  • 2+ years maintaining a book of high net worth clients.
  • Advanced knowledge of financial products and solutions for affluent market (e.g., investments, retirement, discretionary money management, risk management, long-term care, etc.).
  • Working user knowledge of Client Relationship Manager (CRM) technology system.
  • Working knowledge of Microsoft Office tools.
  • FINRA Series 7 and 66 (or 63 and 65).
  • Life & Health license.
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.

Relocation assistance is not available for this position.

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

USAA is an Equal Opportunity/Affirmative Action Employer.

USAA - 5 months ago - save job - block
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