Financial Advisor

Primary Functions:
The Financial Advisor meets with current and prospective members, to collect and discuss each member’s life insurance and financial information (assets, income, debt, cash flow, tax status, retirement saving and financial objectives).

The Financial Advisor analyzes the information collected to develop individualized advice and strategies for each client based upon each client’s insurance and financial status, risk tolerance, needs and objectives.

 

The Financial Advisor will provide individualized advice and recommendations on the purchase of life insurance and Investments that are in the client’s best interest. 

 

Financial Advisors will be expected to periodically reach out to clients to review their accounts or to suggest a review of their account.


Financial Advisors will be expected to periodically reach out to clients to review their accounts or to suggest a review of their account.

Secondary functions:
Advisors will also be expected to provide customer service for GEBA’s $260,000,000 of legacy fixed products which includes a Stable Value Account, Group Variable Annuity and Group Fixed Annuity as well as act as contributing member of the GEBA team in any capacity necessary to benefit the organization and membership.

Required Licenses:
• Series 6 or 7
• Series 63 and 65 or 66
• Life and Health Insurance
• Ability to pass Government Security Clearance
• Bachelor’s degree

Preferred: 
• CFP® or the ability to obtain it in the future
• Experience in a bank, credit union or non-profit.
• Experience working with federal government employees
• Experience with MoneyGuidePro (Financial Planning software) and Morningstar Workstation (Portfolio Analysis tool) a plus!

Travel:

Very little travels is required.  Typically less than twice per year.

 

About GEBA and GEBA Wealth Management
Government Employees Benefit Association is a not for profit Voluntary Benefit Association dedicated to assisting our membership. 

GEBA Wealth Management has more than $300,000,000 under management and more than 17,000 members (2600 holding investments with us).  We have grown rapidly and need to add personnel to keep up with demand.  We take helping our membership fulfill their insurance and financial needs seriously, which is why we do not base our compensation around commission. 

Compensation: This is salary-based position with the potential to earn an annual bonus

Benefits:

  • Subsidized Dental
  • Subsidized Vision
  • Subsidized Health
  • Short Term Disability (100% covered)
  • Long Term Disability (100% covered)
  • 11 Paid Holidays
  • 5% Dollar for Dollar 401K Match
  • 20 days of Paid Time Off (Starting)
  • 100K of Life Insurance (100% covered)
  • Tuition Reimbursement
  • Additional Benefit Information will be provided during the interview process


Send Resume to:
SUBJECT LINE: Financial Advisor Position
EMAIL: resumes@geba.com
                                                                    

Please submit your resume along with a brief cover letter including total compensation requirements to resumes@geba.com.  Resumes without salary requirements will not be considered. NO CALLS PLEASE.