Share our pride. Join our mission.

As a Fortune 200 financial services company with more than $113.5 billion in owned and managed assets, USAA is on a mission — to facilitate the financial security of our members, the men and women of the U.S. military and their families worldwide. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 22,000 employees. They are the heart and soul of our member-service culture.

RecentlyRanked #1 by Business Week in Customer Service, we are recognized for the superior service we provide to our members, and the exemplary work environment we provide for our employees. Everything that happens at USAA is based on our core values: Service, Loyalty, Honesty, and Integrity. These are the foundations of how we do business with our members, as well as how we treat each other.

We are currently seeking a talented Wealth Manager Relationship Manager for our Phoenix, AZ facility.

As a Wealth Manager Relationship Manager for USAA you will build multi-generational relationships with our affluent members through various channels (e.g. phone, face-to-face, e-mail). You will proactively design, develop and deliver solutions that meet USAA's high net worth members' individual financial needs. Under direct supervision, performs routine work assignments and problem resolution.

JOB DUTIES:

• Acquires and applies general knowledge of industry products, services, and processes.
• Responsible for the most complex financial relationships, as well as for the identification and promotion of new business opportunities.
• Owns the relationship and ensures the comprehensive delivery of wealth management capabilities. As appropriate, introduces the member to a team of specialists to assist with financial planning, lending, insurance and Trust.
• Seeks guidance from team members to resolve issues and to identify appropriate issues for escalation.

Core Competencies:

• Business Acumen, Collaboration, Communication, Customer Focus, Demonstrate Adaptability, Drive for Results, Innovation.

Minimum Requirements:

• Bachelor's degree (or equivalent work experience).
• Up to two years of relevant financial services experience.
• General knowledge of complex products and solutions tailored to meet the needs of the affluent market.
• FINRA Series 7 and 66 (or 63 and 65)
• Life and Health license.
• At least one industry-related designation.

Preferred:

• 2 or more industry designations.

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.

USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores and three fitness centers.

Relocation assistance is available for this position.

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

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.

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