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Retirement Investment Analyst - job 1 of 3

Retirement Investment AnalystJob 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

USAA Glassdoor Company Review

3.5

USAA DE&I Review

No rating

CEO of USAA

Wayne Peacock

Approve of CEO

Average salary estimate

$85995 / YEARLY (est.)

min

max

$59070K

$112920K

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What You Should Know About Retirement Investment Analyst, USAA

Join USAA as a Retirement Investment Analyst in beautiful Peoria, AZ, and take on a rewarding role where you can truly make a difference in the lives of military personnel and their families. In this position, you'll serve as a retirement income advisor, assessing the unique financial needs of our members and guiding them toward achieving their financial goals. Every day will be different as you address inquiries through various communication channels, whether it's through inbound or outbound calls. You'll get to dive deep into understanding each member's retirement requirements, financial situation, and aspirations, allowing you to craft tailored retirement income plans that suit their individual needs. In this role, suggestion is key—you’ll recommend appropriate financial products and services based on investment goals, risk tolerance, and even advise on healthcare cost considerations to help offset future expenses. Collaboration is also vital as you work alongside fellow team members to resolve issues while always adhering to company policies. If you're ready to bring your expertise to USAA and help our members navigate their financial futures, then this is the perfect opportunity for you!

Frequently Asked Questions (FAQs) for Retirement Investment Analyst Role at USAA

What are the key responsibilities of a Retirement Investment Analyst at USAA?

A Retirement Investment Analyst at USAA plays a crucial role in assessing members' financial needs and crafting tailored retirement income plans. Daily responsibilities include addressing member inquiries through multiple channels, analyzing their financial situations, suggesting appropriate financial products, and advising on healthcare costs impacting retirement savings.