TX-San Antonio

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.

Recently Ranked #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 Director, Wealth Management Financial Planning for our San Antonio, TX facility.

As a Director, Wealth Management Financial Planning for USAA, you will manage Financial Planners and/or Wealth Managers who are dedicated to knowing our members, understanding their individual needs, and providing appropriate solutions. You will develop employees through regular coaching and feedback that leads to improved results and execute process improvements and lead organizational process changes. You will maintain compliance with policies, procedures, and regulations.

Job Duties:


-  Selects, develops, and supports employees in fulfillment of our Corporate Mission. Provides coaching and feedback that leads to sound business results. Manages employee performance and facilitates professional development and career progression. Ensures employees understand how the tasks they perform support the Operating State.
-  Proactively identifies opportunities to improve operational effectiveness. Implements and monitors processes and performance standards. Provides feedback for improvements to process and product owners. Removes obstacles and champions change.
-  Achieves optimal productivity through managing workload volumes, staffing, training needs, and identifying and implementing appropriate solutions
-  Collaborates with vendors to acquire and maintain educational and training materials for financial planning programs.
-  Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed.

Minimum Requirements:


-  Bachelor's degree or equivalent work experience.
-  Five + years of financial services experience.
-  Three + years of management or leadership experience.
-  FINRA Series 7 and 66 (or 63 and 65).
-  Certified Financial Planner(tm) practitioner.
-  Certified Wealth Strategist (CWS) designation within specified timeframe.
-  Expert knowledge of financial products and services.
-  Excellent communication skills.

Preferred:


-  3+ years of management experience.
-  Proven track record of building, implementing and monitoring a wealth management business and strategy.
-  Series 24 and Life/Health license.
-  Certified Wealth Strategist (CWS) designation.

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.

For more information or to apply for a position, visit our web site usaa.com.

USAA is an Equal Opportunity/Affirmative Action Employer.


If interested, please apply online at http://track.jobviper.com/ViewJob.asp?i … -1832-3014