Financial Advisor III - (Tampa, FL)

Purpose of Job We are currently looking for Financial Advisors for our Tampa, Florida office. Helps to ensure the financial security of our membership by assessing member current financial situations, providing advice, and making appropriate financial product recommendations based on the members individual needs and goals. Position qualifications Receives request for advice from current members through various channels, including inbound and outbound phone calls and USAA messaging platform. Asks questions to discover key info and life events and understand need or problem. Documents relevant info. Assesses member financial situation and goals. Develops and communicates appropriate financial strategies based on individual member needs. Provides basic financial planning advice, including insurance protection, college funding, investments/asset allocation, debt management, retirement planning, estate planning, and income distribution strategy recommendations. Recommends relevant financial product and services.