Wealth Management Division in name only - Wealth Manager bei USAA: Mitarbeiterbewertung

3,0
27. Sep. 2012
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Pros

Good benefits. Insurance company primarily so corporate earnings pretty consistent. Seldom experiences lay-offs or staff reductions.

Kontras

"Wealth Management" Division a joke,. Simplistic product offerings: Managed money platform, mutual funds, Long Term Care, Trusteed IRAs, CD's. Oh, throw in Whole Life Insurance and thats about it. Really the Mass Affluent segment is the real target market. CRM rool they use doesnt work well. Financial Planning software is highly questionable and plans provided clients is an akin to financial malpractice. Bloated middle management. Lke the military, chain of command very important here. Highly, highly beaurocratic. Lots of recent external directors and AVPs hired from banks. NOT GOOD for maintaining the simplistic culture of the past. Big product push now and the foreseeable future/. Problem is the products arent that competitive.

Mehr Bewertungen zu USAA entdecken

5,0
8. Juli 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

Good pay. People who care and want to see everyone succeed. Great benefits

Kontras

Hard to get hired in any capacity. Harder now even if you are not former military even if you have family who were.

5,0
8. Mai 2015
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CEO-Befürwortung
Geschäftsprognose

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.

Kontras

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

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