About this role
Licensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) at Usaa. Location: Plano or San Antonio or Tampa or Phoenix. Role: assessing needs, developing strategies, recommending products Requirements: 4 years financial industry experience with retirement income planning and/or sales; High School diploma; Group 1 Life, Series 7, and Series 66 (or Series 63+65) required or obtainable; must pass background checks and be licensed/registered in required states. Category: Sales Seniority: Mid Level Tools: Money Guide, Salesforce CRM Certifications: group 1 life, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English