Licensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)

Retirement Income Advisor to guide members toward lasting retirement security through personalized planning and advice. Role involves receiving and responding to advice requests via various channels, uncovering retirement events, assessing members’ needs and financial situations, and developing retirement income strategies including annuities, tax-efficient distributions, health expense budgets, estate planning, and long-term care solutions. Recommends financial products and services, coordinates with specialists as needed, and motivates members to act on recommendations. Documents relevant information, conducts outbound follow-up, and educates members on market, tax, and estate considerations. Requires active financial licenses, CFP/RICP/ChFC designations, 3+ years of relevant experience, and proficiency with planning tools (Money Guide) and Salesforce CRM. This position requires in-office work 5 days per week with the potential to move to a hybrid schedule after 12 months and can be based in San Antonio, TX; Plano, TX; Phoenix, AZ; or Tampa, FL. Compensation includes a signing bonus for new hires and relocation is not available. USAA emphasizes service to military members and families and supports military spouses in flexible work arrangements.