Advice Director

USAA

. serve as the advice expert for a specific subject area .

Posted 5/1/2026full-timeSan Antonio • Colorado, Florida, Texas • 🇺🇸 United StatesLead💰 $127,310 - $243,340 per yearWebsite

About the role

Key responsibilities & impact

serve as the advice expert for a specific subject area
have primary responsibility for the development of USAA's point-of-view on that subject
lead creator of compelling points-of-view that inform the development of relevant and actionable USAA advice and recommendations
provides technical validation of advice messaging and engages additional expertise where required to ensure completeness of USAA's point-of-view
leads the development of scenarios that model the impact of advice recommendations on member financial security
uses internal and external research to understand member needs for advice with respect to the specific subject area
develops, coordinates and maintains USAA's advice point-of-view, on a specific subject, to support identified member needs
coordinates with lines of businesses and other internal partners to ensure alignment of points-of-view
collaborates within a matrixed environment to ensure availability of USAA's point-of-view to members and employees through appropriate channels
monitors current relevant member insights, competitive intelligence, industry and economic outlooks/trends, as well as regulatory and legislative issues
assesses impacts of these insights, trends and issues as they pertain to our points-of-view
leads the appropriate updates of USAA's points-of-view and scenarios
ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Requirements

What you’ll need

Bachelor's degree; OR 4 years of related experience may be substituted in lieu of degree (12 years of experience in lieu of a degree)
8 or more years of experience specific to the subject matter supported to include: property and casualty, life and health insurance, banking products, retirement and estate planning, investments, and military
Certified Financial Planner ® Designation
Experience in implementing solutions – bringing things to life
5+ years of experience in financial planning, financial advising or similar role
Expert knowledge of content strategy & Search engine optimization best practices
Content creation experience – longform article and/or video script writing
Experience/skills in presentation, including public relations (podcast, radio, speaking events, Media events)
2+ years of Product management and/or Experience Owner experience
Marketing campaign experience (creative or strategy)
Sales, service, product domain knowledge
US military experience through military service or a military spouse/domestic partner.

Benefits

Comp & perks

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
various wellness programs
career path planning and continuing education

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planningfinancial advisingcontent strategysearch engine optimizationcontent creationpresentation skillsproduct managementmarketing campaignrisk managementregulatory compliance

Soft Skills

collaborationleadershipcommunicationanalytical thinkingproblem-solvingcreativityadaptabilitystrategic thinkinginterpersonal skillsorganizational skills

Certifications

Certified Financial Planner