Principal Financial Group Jobs in Usa

16,386 positions found

Associate Financial Advisor
Salary not disclosed
Explore a career as a FINANCIAL ADVISOR! Take your career to the next level at the Mid-Atlantic Financial Group of Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Mid-Atlantic firm.

In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.

The Financial Professional is a key member of our team.

After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program ("CDP"), your typical day may include: ยท Developing relationships with clients (both existing and prospective) ยท Gathering client information and using that information to build robust financial plans ยท Helping clients prepare for their retirement ยท Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
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Financial Controller
โœฆ New
๐Ÿข Horstman Inc
Salary not disclosed
Sterling Heights, MI 9 hours ago
Job Title: Financial Controller

Department: Finance

Reports To: President

FLSA: Salary - Exempt

Prepared By: Human Resources

Prepared: February 2026

Company Overview

The Company is a growing defense manufacturer with employees in the range of 70 - 100 people. The company is part of an international group headquartered in the UK with locations in the UK, Canada and US. Horstman Group is a subsidiary of company of the RENK Group, located in Germany. Company operations consist of engineering, prototype, and low to mid volume production of defense related products. The Company is subject to state, federal, and defense-related regulatory requirements and participates in multiple layers of group and international financial reporting.

Position Summary

The Financial Controller is responsible for overseeing all financial operations of the local entity while ensuring accurate, timely, and compliant financial reporting across local, group, and global structures. This role serves as a key business partner to the President and plays a critical role in financial governance, reporting, and controls within a regulated defense manufacturing environment.

Reporting Structure

* Reports directly to: President

* Direct reports: 2

* Works closely with: Local Leadership, Group Finance, Global Finance (Germany), External Auditors, and Government Agencies

Key Responsibilities

Financial Management & Accounting

* Oversee all day-to-day accounting operations including general ledger, accounts payable/receivable, payroll oversight, inventory accounting, and cost accounting

* Ensure accurate monthly, quarterly, and annual financial close processes

* Maintain and enhance internal controls in compliance with regulatory and group standards

* Manage cash flow, working capital, and financial planning activities

* Analyze and monitor product costing and contribution performance

* Own and administer the departmental budget management and monitoring process

Financial Group Reporting

* Prepare and submit timely and accurate financial statements for local management

* Ensure consistency and accuracy across multiple reporting frameworks and timelines

* Support consolidation and intercompany reporting requirements

* Maintain reporting within the local ERP system (Visual) and global consolidation/reporting system (Tagetik)

* Lead group-level reporting for the parent company and global ownership structure in Germany

* Provide ad-hoc analysis and explanations as requested by Horstman/Renk

* Support the Group yearend reporting and audit process

* Support the Group budget cycle and quarterly reforecast process

Compliance & Regulatory Reporting

* Ensure compliance with all applicable state and federal reporting requirements

* Support defense industry-specific compliance and audit requirements as applicable

* Coordinate and lead external audits, including government and group audits

* Maintain documentation and reporting standards to support regulatory reviews

Systems & Process Improvement

* Act as the financial systems lead for Visual ERP and Tagetik reporting

* Identify and implement process improvements to increase efficiency, accuracy, and controls

* Support data integrity and system enhancements related to financial reporting

Leadership & Business Partnership

* Serve as a trusted financial advisor to the President and senior leadership

* Provide financial analysis, insights, and recommendations to support decision-making

* Mentor and develop the accounting team, with a focus on succession planning

* Collaborate with group and global finance teams across multiple time zones and cultures

* Lead the local departmental budgeting and oversight process

Qualifications & Experience

* Bachelor's degree in accounting, Finance, or related field (CPA or equivalent preferred)

* 7+ years of progressive accounting or finance experience, preferably in manufacturing

* Experience working in a multi-entity, international reporting environment

* Strong knowledge of U.S. GAAP; familiarity with IFRS required

* Experience with ERP systems; familiarity with Visual and Tagetik desired

* Experience in regulated industries (defense, aerospace, government contracting) preferred

Skills & Competencies

* Strong technical accounting and financial reporting expertise

* High attention to detail with the ability to manage competing deadlines

* Effective communicators across organizational and cultural boundaries

* Proven ability to lead, mentor, and develop staff

* Hands-on, solutions-oriented mindset suitable for a mid-sized organization
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Financial Advisor Wealth Management
Salary not disclosed
Houston, Texas 2 days ago

Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.

Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.

This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice.

This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.

About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance.

You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.

This is a true growth opportunity.

You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

What You'll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG's leadership team A collaborative environment focused on member relationshipsโ€”not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392

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Financial Systems Engineer (Hybrid)
๐Ÿข Securian
Salary not disclosed

*Securian Financial Groups internal position title isEngineering Senior Analyst. It is eligible to be hired at the Senior Analyst or Consultant levels depending on the skills, experience, and qualifications of the candidate.

Position Summary:

Securian Financial is seeking a motivated Financial Systems Engineer to join our Financial Product Ecosystem (FPE) team, where you'll help shape the future of the enterprise-wide SAP financial system. In this hybrid role, you'll collaborate with cross-functional teams to define requirements, enhance systems, and drive innovation in an agile environment. Ideal for someone with a background in software development and a passion for continuous learning, this position offers the opportunity to grow expertise in SAP technologies while making a tangible impact on financial operations and decision-making.

Responsibilities include but not limited to:

Product & Stakeholder Collaboration

  • Partner with Product Owners, System Architects, and business stakeholders to define user stories and deliver effective solutions in an agile environment.
  • Own and manage incoming projects, ensuring alignment with business goals and timelines.


System Enhancement & Support

  • Lead enhancements and troubleshoot issues across the SAP ecosystem.
  • Support batch process resolution, including job setup, updates, and root cause analysis. This includes participation in an overnight on-call rotation quarterly for a total of approximately 2-3 weeks a quarter, supported by a collaborative team structure.


Quality & Documentation

  • Ensure deliverables are testable, well-documented, and meet the needs of both technical and non-technical audiences.
  • Assist with audit and security activities to maintain data integrity and compliance.


Technology Leadership & Learning

  • Serve as a technical thought leader for current and future solutions, driving adoption and innovation as well as bridging the gap between technical work and business functional knowledge.
  • Build expertise in SAP technologies including:
  • Core SAP Tools: ABAP and FPSL (Financial Product Sub-Ledger)
  • Programming & Integration: Java, Python, REST, SOAP, ABAP, HANA SDI
  • Scheduling & Reporting: Control-M, SAP Fiori Tiles


Continuous Improvement

  • Stay ahead of evolving technologies and proactively identify opportunities to improve system performance and user experience.

Qualifications:

  • Previous experience working with financial systems such as SAP.
  • Hands-on software development experience, including configuring and debugging enterprise applications using technologies such as Java, Python, REST, and SOAP.
  • Familiarity with platforms such as AWS, ABAP, and HANA SDI, with a demonstrated ability to quickly ramp up in new tools.
  • Strategic and analytical thinker with strong creative problem-solving skills and attention to detail.
  • Experienced in agile methodologies with the ability to adapt to shifting priorities and manage multiple tasks under pressure.
  • Advanced communication, facilitation, and interpersonal skills to engage diverse stakeholders and lead discussions effectively.

Preferred Qualifications:

  • 3-6 years of experience as an engineering or product analyst, with a proven track record of delivering measurable business outcomes.
  • Hands-on experience with SAP modules such as ABAP and FPSL.
  • Bachelor's degree in Computer Science, Finance, Business, or a related field.
  • Proficient in Control-M for batch scheduling and SAP Fiori Tiles for operational reporting.
  • Strong understanding of batch processing, auditing practices, and financial/operational reporting workflows.
  • Proven ability to communicate effectively with customers and stakeholders to ensure alignment with business goals.

#LI-Hybrid**This position willhave a hybrid working arrangement, workingin-officefor a minimum of3days aweek.**

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. Ifyou'reina commutable distance (90 minutes)you'lljoin us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

The estimated base pay range for this job is:

$72,000.00 - $134,000.00

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

  • We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

  • Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

  • Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

  • Mental Wellness and Disability

  • Pride at Securian Financial

  • Securian Young Professionals Network

  • Securian Multicultural Network

  • Securian Women and Allies Network

  • Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here


Remote working/work at home options are available for this role.
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Patient Access Specialist (Financial Counselor) - 2337836
โœฆ New
$17.98 - 32.12
Chandler, AZ 9 hours ago
Patient Access Specialist (Financial Counselor)

Optum is a global organization that delivers care, aided by technology, to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best.

Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

This position is a Sunday - Wednesday from 8 AM - 6:30 PM. It may be necessary, given the business need, to work occasional overtime. Our office is located at 1955 W FRYE RD Chandler, AZ.

Primary Responsibilities:
  • Verifies insurance eligibility and benefits on all assigned accounts using electronic verification systems or by contacting payers directly to determine level of insurance coverage. When contacting payers directly, utilizes approved scripting
  • Obtains referral, authorization and pre-certification information and documents this information in system
  • Identifies outstanding balances from patient's previous visits and attempts to collect any amount due
  • Trains staff on computer systems, new processes, payer updates and assigned reporting
  • Functions as a superuser for primary computer systems
  • Proactively identifies and leads department process improvement opportunities
  • Works on Special Projects as needed
  • Performs the duties of a Patient Access Representative
  • Maintains up-to-date knowledge of specific admission, registration, and pre-registration requirements for all areas

What are the reasons to consider working for UnitedHealth Group? Put it all together - competitive base pay, a full and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. Some of our offerings include:

  • Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays
  • Medical Plan options along with participation in a Health Spending Account or a Health Saving account
  • Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage
  • 401(k) Savings Plan, Employee Stock Purchase Plan
  • Education Reimbursement
  • Employee Discounts
  • Employee Assistance Program
  • Employee Referral Bonus Program
  • Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:
  • High School Diploma/GED (or higher)
  • 2+ years of customer service experience in a hospital, office setting or phone support role
  • 1+ years of electronic health record experience
  • Ability to work 100% onsite at 1955 W FRYE RD, Chandler, AZ
  • Must be 18 years of age OR older
Preferred Qualifications:
  • 1+ years of experience with prior authorizations
  • Experience with Microsoft Office products
  • Experience in a Hospital Patient Registration Department, Physician office or any medical setting
  • Experience in insurance reimbursement and financial verification
  • Experience in requesting and processing financial payments
  • Working knowledge of medical terminology
  • Understanding of insurance policies and procedures
  • Ability to perform basic mathematics for financial payments
Soft Skills:
  • Strong interpersonal, communication and customer service skills
Physical and Work Environment:
  • Standing for long periods of time (10 to 12 hours) while using a workstation on wheels and phone/headset

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $17.98 to $32.12 per hour based on full-time employment. We comply with all minimum wage laws as applicable.

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

permanent
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Financial Advisor
Salary not disclosed
New York 2 days ago
About Us At Indexed Financial, we do more than offer financial services โ€” we help individuals build better futures through financial education, protection, and planning.

Since 2020, our mission has been to empower people from all backgrounds to create lasting financial independence for themselves and their loved ones.

We provide access to a wide range of life insurance, retirement, savings, and wealth-building strategies.

Whether you're looking to start a business or earn extra income, we offer a flexible, supportive environment to grow a meaningful career.

What Weโ€™re Looking For Weโ€™re seeking motivated individuals with an entrepreneurial mindset who are passionate about helping others.

No prior financial experience is needed โ€” we provide full training and support to get licensed and build your business.

Key Traits: Self-driven and coachable Strong communication skills Enjoys educating and helping people Sales or customer service experience is a plus Bilingual (English/Spanish) is a bonus Must be willing to obtain a Life & Health Insurance License (we provide guidance) Responsibilities Educate clients on financial strategies and solutions Analyze client needs and goals Provide recommendations for insurance and retirement planning Build and maintain relationships Stay current on industry tools, products, and best practices Compensation This is a 100% commission-based position with uncapped earning potential.

Average Full-Time Agent Annual Earnings: Entry Level (0โ€“3 years): $65,000 Mid Level (4โ€“7 years): $284,000 Senior Level (8โ€“10 years): $500,000+ What We Offer Full training and licensing support Remote work (set your own hours) Proven business system & mentorship Part-time or full-time flexibility Opportunities for leadership and growth Next Steps Submit your resume to apply.

Qualified candidates will be invited to a brief phone call and a follow-up Zoom interview to learn more about our company, training, and compensation.

If you're looking for a career change, side income, or a chance to build something of your own while helping others โ€” we'd love to connect.

Job Types: Full-time, Part-time Benefits: Flexible schedule Application Question(s): Are you at least 18 years of age? Are you willing to perform a state background check to acquire a finance license? Work Location: Remote
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Entry-Level Financial Advisor-in-Training
Salary not disclosed
Miami, FL 4 days ago
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.

This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment.

Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role
* Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
* Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
* Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
* Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
* Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
* Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
* Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements:
* High School Diploma or GED Preferred:
* Sales, Collections or Customer Service experience
* Bilingual
- Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance.

Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
* Up to 4% matching 401(k)
* Employee Stock Purchase Plan (10% share discount)
* Tuition reimbursement
* Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
* Paid sick leave as determined by state or local ordinance, prorated based on start date
* Paid holidays (7 days per year, based on start date)
* Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans.

Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow.

Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets.

We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work.

Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
permanent
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Director Financial Services Sales
Salary not disclosed
West Des Moines 5 days ago
Director Financial Services Sales The Director Financial Services Sales is responsible for recruiting, developing, and leading a team of life, annuity, investment, and fiduciary professionals, including Wealth Management Advisors (WMAs) and Wealth Management Consultants (WMCs).

This role focuses on driving life, annuity, and feeโ€‘based business through active coaching and strong partnerships with multiline agents across a multiโ€‘state territory.

We deliver on our promise every day to protect livelihoods and futures.

We do this through valueโ€‘based work, demonstrating service, integrity, leadership, teamwork, accountability, and passion in all touch points with client members, employees, agents, and vendors.

Essential Functions Achieve goals for assets under management, WMA/WMC staffing, and revenue while overseeing the full recruitment and onboarding process for WMAs and WMCs across assigned territories.

Lead the sourcing and onboarding of WMCs and ensure a smooth introduction and transition to the agent field.

Partner with leadership and Life Sales Support to evaluate training programs and sales systems, identify gaps, and support improvements that strengthen field performance.

Align sales and marketing strategies by working closely with executive leaders and field leadership.

Build strong relationships with Agency Managers and Agents to support sales growth across FB Life's distribution channels.

Oversee the client and account onboarding experience, ensuring a seamless transition for WMAs and their clients.

Lead fieldโ€‘level delivery of marketing initiatives, including campaigns, contests, and wholesaler engagement.

Serve as the primary liaison with mutual fund and managedโ€‘money partners.

Maintain the primary fieldโ€‘level relationship with WMAs, WMCs, and the platform custodian, RBC.

Collaborate regularly with FBFS field management, Agency Managers, Regional Vice Presidents, and home office leadership to support business goals.

Oversee staff development, including hiring, coaching, performance management, workflow oversight, budgeting, and ongoing employee growth.

Qualifications / Knowโ€‘How Bachelor's degree or equivalent experience plus 12 years of Wealth Management experience required.

Minimum of 5 years of fieldโ€‘level management experience, with significant recruiting and compliance experience required.

FINRA Registered Representative Series 7 & 24 and 65/66.

CFP preferred.

Leadership and organizational skills, plus proven ability to build and sustain relationships internally and externally required.

Excellent communication and organization skills as well as the ability to maintain confidentiality required.

Strong customer service and public relations skills required.

Experience managing in a highly matrixed organization is preferred.

Extensive travel required and valid driver's license.

Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.

Applicants must be currently authorized to work in the United States on a full-time, permanent basis.

We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.

For example, we are not considering candidates with OPT status.
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Financial Consultant II
โœฆ New
Based on experience
Rochester, NY 9 hours ago
Hours:

40


Schedule:

Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for the Genesee/Wyoming area covering the Warsaw financial center and Batavia Branch.


Comprehensive Benefits:

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.


Pay and Incentive Plan:

Pay Range: $37.19 - $46.88


Position pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. In addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.


Purpose:

A Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and existing client roster for retention and wallet share growth. The position is responsible for planning and analysis of client situation(s) and developing , implementing, and holding reviews on comprehensive wealth management strategies for clients based on their unique financial priorities. Focus on providing guidance and advice to upscale and high net worth clients to assist in meeting client goals through all life stages. Grow existing client relationships by identifying opportunities for additional services and collaborating with internal subject matter experts. Mentor FC1 and FSR when placed in covering branches and proactively move clients to correct service model standard.


Accountabilities:

Business development and client relationship building



  • Deliver comprehensive value proposition - Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goals
  • Develop and present customized financial planning scenarios to both clients and prospects, showcasing the impact of various strategies on their financial health and encouraging informed decision-making
  • Regularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial health
  • Successfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experience
  • Achieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationships
  • Monitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life events
  • Host a minimum annual client strategy sessions, either in person, virtually, or at location of clientโ€™s choice utilizing planning software for sessions
  • Adhere to client service model of responding to clients within one day with accessibility to email and systems during non branch hours

Cultivate and maintain productive working rapport with credit union personnel on all levels



  • Build and strengthen relationship with branch peers to identify opportunity to assist members with their goals and priorities with assigned branch territory
  • Assist with education on value of meeting with wealth team by attending branch meetings, running wealth huddles
  • Serve as subject matter expertise
  • Collaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goals
  • Mentor licensed Bankers and FC1 within assigned market

Personal and professional development



  • Master tools and technology (financial planning, account opening/maintenance, client relationship management software)
  • Maintain industry education and work toward advanced designations (CFP, ChFC)

Maintain excellent compliance and operational standards.



  • Understand and adhere to all internal written supervisory principals
  • Comply with all NYS Insurance Department FINRA, SEC, standards and regulations
  • Timely completion of all required regulatory continuing education
  • Proficiency with all paperwork and processes

Qualifications:

  • Bachelor's degree or 4 years of equivalent directly related experience
  • Minimum of 6 years directly related experience
  • Series 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver)
  • Must have experience in providing planning and implementing strategies (software and product solution expertise)
  • Strong Knowledge of investment and insurance products
  • Applied knowledge of FINRA, MSRB, and State Insurance rules and regulations, and new developments pertaining to the securities industry which specifically affect relationships between salespeople and customers (Best interest standard)
  • Demonstrates alignment with ESLโ€™s Core Values, mission, vision, and purpose to help our community thrive and prosper

Preferred Qualifications:

  • CFP, ChFC
  • Experience in financial service area (registered with Broker Dealer or Registered Investment Advisory Firm)

Weโ€™re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.


225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 8


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:


The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.


#LI-JF1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.PDN-a037f192-134c-42d0-bd0f-aa48c2434232
permanent
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Senior / Principal Environmental Engineer โ€“ Remedial Design
โœฆ New
๐Ÿข Core Group USA
Salary not disclosed
Seattle, WA 1 day ago

Senior / Principal Environmental Engineer โ€“ Remediation Design Leadership (Seattle, WA)


We are partnering with a well-established, employee-owned environmental and engineering consulting firm with a strong Pacific Northwest footprint to support the growth of their environmental engineering leadership team.


This is a hands-on technical leadership role for a Senior or Principal Environmental Engineer who wants autonomy, long-term ownership, and the opportunity to mentor the next generation of remediation professionals.


The Role:

This position is focused on technical delivery first, with gradual business development responsibility over time. You will lead remediation and cleanup projects while helping develop junior engineers into strong design and consulting professionals.


Key Responsibilities:

โ€ข Leading remedial design and site cleanup projects (upland and inland)

โ€ข Providing technical oversight and mentoring junior engineering staff

โ€ข Supporting project management and client delivery

โ€ข Acting as a senior technical advisor across remediation programs

โ€ข Building and strengthening long-term client relationships

โ€ข Supporting controlled business growth over time


This is not a pure sales role. Technical excellence, mentorship, and delivery leadership are core priorities.


What Theyโ€™re Looking For

โ€ข Senior or Principal level Environmental Engineer

โ€ข Professional Engineer (PE) License

โ€ข 8+ years of environmental consulting experience

โ€ข Strong remedial design and cleanup project experience

โ€ข Experience mentoring or developing junior technical staff

โ€ข Client-facing experience (preferably with manufacturers, legal, industrial, redevelopment or public sector clients)

โ€ข Interest in gradually expanding a personal client base (not required to arrive with a fully portable book)

โ€ข Willingness to work in-office a few days per week in Seattle


Compensation & Ownership

โ€ข Senior Engineer base salary: $150Kโ€“$180K

โ€ข Principal Engineer base salary: $200Kโ€“$250K

โ€ข Annual salary reviews

โ€ข Employee ownership through ESOP participation

โ€ข Long-term wealth-building opportunity through company ownership


Location

โ€ข Seattle, WA preferred

โ€ข Bellingham considered

โ€ข Oregon and Idaho considered for the right profile


Why This Opportunity Stands Out

โ€ข Employee-owned firm with long-term stability

โ€ข Collaborative culture focused on growth and development

โ€ข Strong project backlog and technical reputation

โ€ข Opportunity to shape remediation leadership in a key regional market

โ€ข Real autonomy and influence on technical direction


Apply or reach out to me if you're interested in learning more!

469-547-5929

Not Specified
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Financial Security Advisor for Military Families (PLANO)
๐Ÿข Usaa
Salary not disclosed
Plano, TX 3 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values โ€“ honesty, integrity, loyalty and service โ€“ define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Plano, TX. Relocation assistance is not available for this position.

For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.

  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.

  • Documents relevant information as it relates to building a retirement income portfolio.

  • Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.

  • Develops and communicates appropriate retirement income strategies based on individual member needs.

  • Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.

  • Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.

  • Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).

  • Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.

  • Integrate risk management tools, products, and strategies to create an effective retirement income plan.

  • Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • High School Diploma or General Equivalency Diploma required.

  • Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.

  • Required maintenance of FINRA Series 7 license.

  • Required maintenance of FINRA Series 66 (or 63 and 65) license.

  • Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.

  • 4 years of financial industry and/or sales experience.

  • Experience delivering frequent written and oral communication.

  • Experience processing and analyzing information.

  • Experience fulfilling requests and meeting deadlines.

  • Experience resolving conflict and negotiating.

  • Experience multi-tasking in an operating systems environment.

  • Experience participating in or leading teams.

  • Successful completion of a job-related assessment may be required

What sets you apart:

  • US military experience through military service or a military spouse/domestic partner.

  • 3+ years of direct Annuity Sales Experience

  • Experience working in an Inbound/Outbound Call Center

  • Retirement Income Certified Professional Designation (RICP)

Compensation range: The salary range for this position is: $74,240.00 - $133,620.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

ย 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

ย 

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.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

ย 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

ย 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Not Specified
View & Apply
Financial Security Advisor (PLANO)
๐Ÿข Usaa
Salary not disclosed
Plano, TX 2 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values โ€“ honesty, integrity, loyalty and service โ€“ define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on membersโ€™ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
  • Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.
  • Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Work Hours:

  • Monday โ€“ Friday / 7:30am โ€“ 8:00pm (Central)
  • An 8 hour shift will fall within these hours
  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED
  • Required maintenance of Life/Health license and/or acquisition within 90 days
  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.
  • Up to 1 year of financial industry and/or life sales experience
  • Experience delivering frequent written and oral communication
  • Experience acquiring and applying new concepts and information
  • Experience processing and analyzing information
  • Experience fulfilling requests and meeting deadlines
  • Experience resolving conflict and negotiating
  • Experience multi-tasking in an operating systems environment
  • Experience participating in a team environment
  • Successful completion of a job-related assessment may be required

What sets you apart:

  • Activeย Groupย 1ย Lifeย andย Healthย license
  • 1+ย yrsย experienceย workingย inย Salesย withย lifeย insuranceย orย financialย servicesย products
  • 1+ yrs experience working in aย callย centerย environmentย 
  • CLUยฎย -ย Charteredย Lifeย Underwriter or comparable designation
  • USย militaryย experienceย throughย militaryย serviceย orย aย militaryย spouse/domesticย partner

Compensation range: The salary range for this position is: $48,290 - $81,490.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

ย 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

ย 

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.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

ย 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

ย 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Not Specified
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Principal Nuclear Piping Engineer (PE Required)
Salary not disclosed
Atlanta 6 days ago
Johnson Service Group (JSG) is a nationally recognized professional staffing firm, and we are recruiting for a Principal Nuclear Piping Engineer to serve as a certifying authority within the Nuclear Steam Supply System (NSSS) design organization.

Annual Salary: $180,000
- $190,000 + full benefits package Citizen Status: U .S.

Citizenship is required Certifications: Active PE Required.

PMI / PMP preferred Eligibility: Eligible to work under Department of Energy 10 CFR Part 810 Travel: 10-25% Position Summary: This direct-hire, remote role will be responsible for complex design and analysis of Nuclear Steam Supply System piping in accordance with ASME BPVC Section III and applicable NRC regulatory requirements.

This position serves as a responsible engineer with PE stamping authority , certifying design specifications, and leading evaluation of piping system solutions including reroutes and support reconfigurations.

The engineer will generate technical requirements, review Siemens NX CAD models, mentor early-career engineers, and ensure all work complies with ASME NQA-1 and 10 CFR 50 Appendix B quality standards.

Responsibilities: Performs complex piping design and stress analysis of ASME BPVC Section III Class 1, 2, and 3 piping systems using the Bentley AutoPipe computer program in accordance with the requirements of NB, NC, ND-3600, respectively.

Performs piping design and stress analysis of ASME BPVC Section III Class 1, 2, and 3 piping components using the ANSYS computer program in accordance with the requirements of NB-3200.

Performs pipe support design and stress analysis of ASME BPVC Section III NF supports using hand calculations or ANSYS computer program.

Performs static and dynamic analysis including response spectrum and time history analysis to calculate stresses due to deadweight, thermal expansion, thermal gradients, seismic events, and fluid transients.

Certifies design specification for ASME BPVC Section III Piping and/or Piping Supports Prepare and review engineering specifications, drawings, CAD models, and other documentation that communicate the design and technical aspects of piping components associated with NSSS systems.

Collaboration with drafters and requires the engineer to reviews models that have been developed in Siemens NX.

Leads the evaluation of design solutions (piping re-route, reconfigurations of supports, etc.) which satisfy piping stress criteria.

Provides oversight and mentoring to early career engineers in piping stress analysis and/or pipe support analysis.

Education / Experience: Bachelorโ€™s degree in mechanical or nuclear engineering is required (advanced degree is preferred).

PE License in Mechanical or Nuclear Engineering is required.

Certifying Engineer experience to ASME BPVC Section III is required.

15+ years of highly relevant, full-time engineering experience is required.

Experience with the qualification of piping systems including ball joints is desirable.

Subject Matter Expertise in one or more of the following areas: Engineering design and piping stress engineering analysis in the nuclear industry.

Bentley AutoPipe, ANSYS, or other comparable pipe analysis code.

ASME Section III Class 1, 2, and 3 piping systems (NB/NC/ND-3600) and/or piping supports (NF).
Not Specified
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Inverto | Principal, Procurement
โœฆ New
Salary not disclosed
Chicago, IL 9 hours ago
Locations : Atlanta | Chicago
Who We Are
At Inverto North America, weโ€™re defining whatโ€™s next in procurement and supply chain - driven by ambition, precision, and impact. With the strength of BCG behind us and a sharp entrepreneurial mindset at our core, we partner with leading global organizations to deliver strategies that create lasting value.

Our people are central to that mission. As experts who move with intent and momentum, we continually invest in developing our capabilities, expanding our reach, and scaling our impact. Growth at Inverto is shared growth - opening new opportunities for our clients, our business, and our teams.

What Youll Do
As a Principal Consultant in Procurement, you will work with BCG clients to develop and implement strategies to optimize strategic procurement processes and optimize supply chain management. In this role, you will apply your sound expertise, understanding of business contexts, and analytical skills to enable organizations priorities. You will also work in multidisciplinary teams to help businesses improve their products and create market growth strategies.

As part of a high-growth company, with accelerated opportunities you will be exposed to and responsible for:
Far-reaching responsibility. You will ensure the professional and personal development of your team. And as a member of the Inverto management team, you will help to shape management strategies and support the international growth of our company.
Strategic customer management. You will work closely with our customers and be their sparring partner whilst in charge of their projects.
Specific development. You will support the company-wide development of knowledge with your professional expertise. And as an expert, you will be responsible for a specific subject area to knowledge share with others.
Broad range of challenges. You can look forward to project assignments at home and abroad, in a wide range of industries from start-ups, trade and consumer goods to the energy and automotive industries, as well as the pharmaceutical and healthcare sectors.
Comprehensive project management. You will develop and implement tailor-made strategies in procurement and supply chain management. In doing so, you will demonstrate entrepreneurial talent in the acquisition of new customers.
BCGs Inverto practice focuses on strategic procurement and supply chain management. We are one of the top names for strategic procurement and supply chain management. As a part of BCG, we offer the best of both worlds: in-depth expertise and high strategic competence with a draw on a strong, international infrastructure, which makes us even more dynamic in the market. Our values form the basis for our actions. They sum up what it means to be Inverto, our own beliefs and standards, to which we are fully committed: We create value, grow as one, pioneer with expertise, take care of people and planet, do whats right, and we are fueled by fun. That is why we want to strengthen our team with someone that matches our ambitions as well as our spirit. We are Inverto.

What Youll Bring
7+ years of professional experience in procurement and/or supply chain management (experience in consulting is highly preferred).
BS from an accredited university (MS is preferred).
Significant success in business optimization.
Strong communication and presentation skills.
Outstanding analytical and conceptual skills.
Results-orientated mindset.
Confidence and persuasiveness.
Business-fluent written and spoken English language skills.
Willingness to travel around the globe to work with clients and BCG teams. At times, this role involves significant travel to client sites. The amount of travel will depend on client needs and nature of projects.

Additional info
YOULL BE BASED IN: This role is currently open in Chicago and Atlanta.
YOULL BE TRAVELING: Moderate travel is anticipated and will vary based on specific project locations.

What We Offer:

At BCG, we care about our people, and offer best in class benefits to support you personally and professionally including:

An opportunity to work organically across disciplines and across BCG, we offer a unified and unrivaled opportunity that combines strategic thinking with hands-on applications.
A unique experience to work alongside a team of passionate and driven problem-solvers with a mission to deliver innovative and valuable digital solutions in a supportive environment.

FOR U.S. APPLICANTS:
The base compensation for this role is $230,000 in USD.
In addition to your base salary, you will also be eligible for an annual discretionary performance bonus and retirement contribution. BCG also provides a market leading benefits package described below.

At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees - and their eligible family members.* Thatโ€™s zero dollars in premiums taken from employee paychecks. All our plans provide best in class coverage:

Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children.
$10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs.
Dental coverage, including up to $5,000 (USD) in orthodontia benefits.
Vision insurance with coverage for both glasses and contact lenses annually.
Reimbursement for gym memberships and other fitness activities.
Fully vested retirement contributions made annually, whether you contribute or not.
Generous paid time off including vacation, holidays, and annual office closure between Christmas and New Years.
Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement.
*Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.
To learn more about our employee benefit please check our

BCG Benefits page .

Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws.

BCG is an E - Verify Employer.

Click here

for more information on E-Verify.
Not Specified
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Financial Services Professional
๐Ÿข Bankers Life
Salary not disclosed
Augusta, Maine 2 days ago

Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.

Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions

As a Bankers Life Financial Services Professional Expect To:

  • Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
  • Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
  • Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
  • Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.

How Bankers Life will provide support:

  • Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
  • Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
  • Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
  • Advancement Opportunities - Benefit-eligible management positions within local branch structure.

What makes a great Financial Services Professional?

  • Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
  • Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
  • Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
  • Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.

The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!!

About us:

With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.

Compensation & Benefits:

  • Commission structure designed to grow with you
  • Renewable income and Bonus programs
  • Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP, and more
  • Retirement Savings Program
Not Specified
View & Apply
Financial Security Advisor for Military Families (COLORADO SPRINGS)
๐Ÿข Usaa
Salary not disclosed

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values โ€“ honesty, integrity, loyalty and service โ€“ define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Intermediateย Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on membersโ€™ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.

  • Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.

  • Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).

  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's

  • products and services.

  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

  • Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

Work Hours:

  • Monday โ€“ Friday / 7:30am โ€“ 7:00pm (Central)

  • An 8 hour shift will fall within these hours

  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.

  • 1 year of financial industry and/or life sales experience

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in or leading teams

  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 2+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLUยฎ - Chartered Life Underwriter or comparable designation

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $48,340.00 - $84,110.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

ย 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

ย 

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.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

ย 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

ย 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Not Specified
View & Apply
Member Financial Protection Consultant (PLANO)
๐Ÿข Usaa
Salary not disclosed
Plano, TX 2 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values โ€“ honesty, integrity, loyalty and service โ€“ define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Intermediateย Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on membersโ€™ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based on the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

  • Motivates member to take action on recommendation(s) and resolves objections using foundational sales techniques and foundational persuasion skills. Implements recommendation(s).

  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as USAA's products and services.

  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

  • Collaborates with team members to resolve issues and to identify appropriate issues for escalation.

Work Hours:

  • Monday โ€“ Friday / 7:30am โ€“ 7:00pm (Central)

  • An 8 hour shift will fall within these hours

  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.

  • 1 year of financial industry and/or life sales experience

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in a team environment

  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 2+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLUยฎ - Chartered Life Underwriter or comparable designation

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $51,340 - $86,630.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

ย 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

ย 

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.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

ย 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

ย 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Not Specified
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Financial Security Advisor - Member Services (SAN ANTONIO)
๐Ÿข Usaa
Salary not disclosed
San antonio, TX 2 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values โ€“ honesty, integrity, loyalty and service โ€“ define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on membersโ€™ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.

  • Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.

  • Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).

  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's

  • products and services.

  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

  • Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

Work Hours:

  • Monday โ€“ Friday / 7:30am โ€“ 7:00pm (Central)

  • An 8 hour shift will fall within these hours

  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.

  • 2 years of financial industry and/or life sales experience

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in or leading teams

  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 4+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLUยฎ - Chartered Life Underwriter or comparable designation

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $62,470.00 - $108,680.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

ย 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

ย 

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.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

ย 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

ย 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Not Specified
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Licensed Financial Services Representative - Cobblestone/Victor Branches
โœฆ New
๐Ÿข ESL Federal Credit Union
Based on experience
Victor, NY 9 hours ago
Hours:

40


Schedule:

Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs.


Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m.


Pay:

$31.11 per hr.


Belong to something bigger

At ESL, we have a greater purpose and so do you. Itโ€™s more than a job, itโ€™s your unique journey.


Your Journey Begins Here

ESL is seeking for a Financial Service Representative to support our Cobblestone and Victor offices which supports the financial needs of these growing communities. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community.


The Cobblestone and Victor offices have been identified as one of ESLโ€™s leading markets for wealth opportunities. In this role you will work closely with ESLโ€™s wealth management team to share best practices and foster career growth.


ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.


What You Bring With You:
Qualifications:

  • Bachelorโ€™s Degree or 4 years of directly related experience.
  • In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience.
  • FINRA Securities Industry Essentials Exam required (may have been grandfathered in)
  • FINRA Series 6 or Series 6 top off license is required.
  • FINRA Series 63 license required (Series 66 will meet this requirement)
  • NY State Insurance License is preferred. If not licensed, achieve license within six months of hire.
  • High proficiency in building customer and peer relationships
  • Strong analytical, critical thinking, problem solving and decision making abilities
  • Excellent written and verbal communication skills
  • Effective time management skills
  • Proficient in the use of Microsoft Office applications
  • Demonstrates a high degree of flexibility in support of customer needs
  • Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients
  • Previous experience with processes and paperwork to ensure efficiencies within the financial services industry
  • Ability to build rapport with diverse member base within the community
  • Demonstrates alignment with ESLโ€™s Core Values, mission, vision, and Purpose to help our community thrive and prosper.

Weโ€™re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.


225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 8


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:


The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.


#LI-JF1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.PDN-a12f605b-a7b8-4a0c-8c17-4849b2e3a928
permanent
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Financial Risk Analyst โ€“ Life Insurance Team (SAN ANTONIO)
๐Ÿข Usaa
Salary not disclosed
San antonio, TX 3 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values โ€“ honesty, integrity, loyalty and service โ€“ define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are seeking a dedicated Life Actuary to join the Life Companyโ€™s Asset Liability Management Team. ย This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week.ย  Relocation assistance is not available for this position.

What you'll do:

  • Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

  • Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.

  • Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.

  • May make recommendations for model adjustments and improvements, when appropriate.

  • Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.

  • Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.

  • Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.

  • Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.

  • Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.

  • Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.

  • Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.

  • Advises management on issues and serves as a primary resource for their individual team members on escalated issues.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • Bachelorโ€™s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.ย  (Total of 8 years of experience without bachelorโ€™s degree)

โ€‹

  • ย Do you have one of the following:

  • 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelorโ€™s degree + 4 years of experience + FSA)

  • OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelorโ€™s Degree + 8 years of experience + ASA)

  • OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)

  • OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)

  • Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

  • Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart: ย 

  • US military experience through military service or a military spouse/domestic partner

  • FSA (Fellow of the Society of Actuaries) designation

  • Experience using Moodyโ€™s AXIS software

  • 2 or more years of experience with asset liability management or cash flow testing

  • Prior Actuarial experience with Life Insurance and Annuity Products

  • Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

ย 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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.

ย 

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

ย 

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

ย 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Not Specified
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