Wealth Manager II
Share our pride. Join our mission.We are currently seeking a talented Wealth Manager II for our Jacksonville, FL facility.PURPOSE OF JOBServes as primary financial advisor providing individualized solutions in an effort to preserve and deepen USAA’s high net worth members through various channels (telephone, email, and face-to-face). Develops advocacy based relationships and provides comprehensive financial planning and consultations. Ensures the acquisition, relationship, and retention of private investment management accounts.JOB DUTIESApplies broad Read more […]
Wealth Manager II
Share our pride. Join our mission.We are currently seeking a talented Wealth Manager II for our Jacksonville, NC facility.PURPOSE OF JOBServes as primary financial advisor providing individualized solutions in an effort to preserve and deepen USAA’s high net worth members through various channels (telephone, email, and face-to-face). Develops advocacy based relationships and provides comprehensive financial planning and consultations. Ensures the acquisition, relationship, and retention of private investment management accounts.JOB DUTIESApplies broad Read more […]