Manager overseeing financial operations at USAA, responsible for processing financial transactions and team management. Ensuring compliance with regulations and maximizing team productivity in San Antonio, TX.
About the role
- Financial Planner supporting Financial Advisors in drafting wealth plans and analyses. Interacting with clients, performing research, and facilitating education for Financial Advisors and Client Specialists.
Responsibilities
- Interact with Financial Advisors to provide ongoing research and assistance for existing clientele
- Create and develop Baird Wealth Plan drafts and various financial analyses
- Provide education to Financial Advisors in a group setting and to individuals as needed
- Perform special projects and assignments as required
- Complete CFP prerequisites and sit for comprehensive CFP exam
- Upon passing the CFP, it is expected to study for and pass the SIE, Series 7, and Series 66 licensing exams
Requirements
- Bachelor’s degree in related field, or degree in unrelated field and relevant work experience
- Strong computational, mathematical and analytical skills
- Ability to complete the CFP prerequisites and sit for comprehensive CFP exam within the first two years of hire
- Ability to study for and obtain the Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or be willing to study and obtain immediately following the CFP exam and complete the three exams with 18 months of beginning the SIE
- Close attention to detail
- Great organizational skills
- Personal computer skills must include email, Microsoft Word and Excel, and experience in MoneyGuidePro or similar planning software is a plus
- Commitment to become a Financial Advisor at the conclusion of the program and strong desire to develop skills in client service, wealth management, and new business development.
Benefits
- Training and resources to be provided and paid for by Baird
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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