• Day in the Life - Wealth Manager

    Day in the Life - Wealth Manager

  • USAA Financial Advisor, Wealth Advisor, and Investment Representative Careers

    USAA Financial Advisor, Wealth Advisor, and Investment Representative Careers

  • USAA Financial Centers:  A Realistic Job Preview

    USAA Financial Centers: A Realistic Job Preview

Financial Planning & Investments Careers at USAA

Serve the financial needs of the people who keep us secure.

USAA offers much more than just insurance to our members. We are a source of financial services advice, with a rich portfolio of attractive products. As a financial planning and investments professional with us, you will find real satisfaction in serving the financial needs of military members and their families, as well as in driving our organization forward.

Unique stature and strength
USAA is one of the few financial services organizations that has grown and thrived in the past few years, thanks to the loyalty of our members and the quality performance of our team. It is possible to develop a strong book of business here and build a career with long-term potential.

A great career progression
Because we have so many different positions in financial planning and investments, there are countless career paths you can take. We offer education and licensing assistance to help you reach designations such as Series 7, Series 63, Series 65 and CERTIFIED FINANCIAL PLANNER™. You can work with your manager to chart a course in many directions, based on your interests and USAA’s business needs.

A variety of roles
We offer a variety of roles for licensed individuals, from entry level to highly experienced:

  • Financial Center Specialists – Working at one of our 18 financial centers across the U.S., you will take calls and meet with members, helping to open accounts and handling banking functions. This is a great starting point for individuals with a high learning agility and commitment to member satisfaction.
  • Investment Services Representatives – These positions at our member contact centers typically require financial services or customer service experience and offer the opportunity to fulfill our members' investment servicing needs and proactively refer members for advice, as appropriate.
  • Financial Advisors – Working at one of our member contact centers, you will assess members' current financial situations to provide advice and offer tailored solutions for their needs and goals - retirement planning, life insurance, and more. These positions typically require years of investments and/ or life insurance industry experience.
  • Wealth Managers (Wealth Management) – Working with our higher net-worth members with more than $1 million in assets, you will meet in person and provide advice for their advanced financial services needs. These roles require extensive experience and industry designations, including a CFP®.

Search for jobs in Financial Planning & Investments.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Financial Advisor, Kevin

“As a financial advisor and member of our Video Telephony team, I provide customized investment, annuity and life insurance advice through inbound video contact with our members. I’m very lucky to have the opportunity to serve our members through video contact. This allows me to see and share in the smiles, joy and relief that a sound financial plan can bring.”

Financial Advisor