Experienced Retirement Income Advisor (Sign-On Bonus)
USAAPlano, Texas, United States
Posted November 7, 2025
74240 - 133620 USD year
Full Time
About the Company
Since the beginning, our mission has been to provide a range of financial services to the military community and their families. Along the way, we’ve also established ourselves as a destination employer for passionate people looking to serve those who are willing to give it their all. Our mission is to stand with our members and be there for them and their families by facilitating their financial security. It starts with offering a range of highly competitive products, exceptional service, and trusted advice. But to be the military community’s provider of choice also takes dedicated team members who share our core values of service, loyalty, honesty, and integrity.
Job Description
As a Mid-level 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. You will work in a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months.
Requirements
- High School Diploma or General Equivalency Diploma required
- Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire
- Required maintenance of FINRA Series 7 license
- Required maintenance of FINRA Series 66 (or 63 and 65) license
- 4 years 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
- Experience participating in or leading teams
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
- Various wellness programs