Investment banking analyst

Retirement Investment Analyst Job Summary: Take on a fulfilling role at USAA, where you can make a meaningful impact in the lives of military personnel and their loved ones. As a retirement income advisor, you'll assess members' financial needs, offer expert suggestions, and guide them towards financial security. Job Duties and Responsibilities: • Address member inquiries across various contact modes, including both inbound and outbound phone calls.• Scrutinize the retirement requirements, financial standing, and aspirations of account holders to devise tailored retirement income plans.• Suggest financial products and services that are appropriate based on the size of your portfolio, investment goals and risk tolerance, and advise on complementary solutions.• Be mindful of rising healthcare costs and how they can impact your retirement savings. Consider options like Health Savings Accounts (HSAs) and long-term care insurance to help offset these expenses.• Engage in collective resolution of issues and adherence to company policies and procedures.Qualifications and Experience:• It is essential for an individual to hold a high school diploma or GED.• Obtaining an active Group 1 Life & Health license requires passing an insurance licensing exam and meeting other education and residency requirements as set by the local state laws.• Anyone who wishes to be an active part of the financial industry must obtain and maintain FINRA 7 and Series 66 (or 63 & 65) licenses.• This job opening requires applicants to have a least one year of experience in either the financial industry or sales.• Effective at communicating, analyzing, and multitasking.• Satisfying regulatory guidelines and clearing background checks is imperative.What sets you apart:• The individual has acquired more than 730 days' worth of first-hand knowledge in the field of selling annuities.• I became skilled at multitasking and navigating multiple computer systems simultaneously.• Professionals who hold the RICP designation are recognized for their expertise in designing effective strategies for retirement income planning.• US military experience.Benefits of the Position:• The company's salary bracket of $59,070.00 - $112,920.00 is designed to provide a competitive compensation structure.• A method of remunerating staff based on their personal and organizational accomplishments is an excellent way to ensure employees are incentivized to do their best.• Comprehensive health care plans comprising dental, vision, and medical benefits.• The three key benefits many companies offer are 401(k) plans, pensions, and life insurance policies.• The program of parental benefits, adoption assistance, and paid time off was created with the goal of supporting employees who have family commitments.• A comprehensive wellness program and strategic career path planning can motivate employees to work harder, refine their skills, and take ownership of their careers.• Relocation aid is not offered for this specific job opportunity.About USAA:The mission of USAA is to ensure the financial stability of military personnel and their loved ones. Upholding the values of loyalty, integrity, honesty, and service, USAA offers an inclusive range of insurance, banking, and investment services. Join USAA, and be part of a cohesive team working towards promoting the financial security of its members