Financial Advisor - Financial Advisor USAA Employee Review

1.0
Jul 23, 2015
Recommend
CEO approval
Business Outlook

Pros

Good 401k match The members (customers are very nice)

Cons

USAA came into the Dallas market almost 5yrs ago.They wanted to hire advisors who already had there licenses and experience. The job title was wealth advisor and you would be talking to members that had 250k and above in assets.The first year we spoke with people that had 250k and above and with referrals and word of mouth the site hired alot of employees. Once we were fully staffed and all the seats were full (management flipped the inbound call switch so now your day consist of speaking with people in debt, no money and no clue why they were transferred too you. Then management changes our sales goals to product PER CALL instead of a stacked rank with yearly goals. This was a classic bait and switch to fill seats in the Addison office. The majority of advisors left are currently looking for new jobs and the turnover rate is approx 70%.Managment does nothing to keep employess and says this is natural attrition. That being said, word is out on USAA in Addison and very few people apply for jobs at this site.

Explore other reviews about USAA

5.0
Apr 13, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The pay, Benefits, and Culture were the best

Cons

Micromanaging supervisor, depending on who your supervisor is.

2
5.0
May 8, 2015
Recommend
CEO approval
Business Outlook

Pros

Life work balance, great benefit package and nice colleagues. The goal of the company is providing the best service to its members. So, they treat employees the best to encourage them to do the same for members.

Cons

Slow IT support, limited interactions with industry. Banking business is not as mature as insurance.

297
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