Financial Services Associate

Job Description

Financial Services Associate

\n

Location: On-Site

\n

Employment Type: Full-Time

\n

Reports To: Directors of Wealth Management

\n

 

\n

About GEBA Wealth Management

\n

Founded in 1957, the Government Employees Benefit Association (GEBA) is a Maryland-based nonprofit serving federal employees, retirees, military members, and their families with investment services and supplemental insurance benefits.

\n

\n

Position Summary

\n

We are a growing independent Wealth Management Firm seeking a highly organized, client-focused Financial Services Associate to support advisors, clients, and daily operations. This role assists with client service, account administration, financial planning support, and compliance-related tasks while helping deliver an exceptional client experience.

\n

 

\n

Key Responsibilities

\n

·       Serve as a primary contact for client inquiries, service requests, and follow-up.

\n

·       Prepare and process account paperwork, transfers, money movements, beneficiary updates etc.

\n

·       Coordinate client meetings, prepare materials, and assist with follow-up items.

\n

·       Maintain accurate client records in CRM, document management, and custodial systems.

\n

·       Gather client information and support advisors with financial planning, reporting, and portfolio-related tasks.

\n

·       Handle confidential information professionally following firm and compliance requirements.

\n

\n

Qualifications

\n

·       2+ years of experience in financial services, wealth management, or client service.

\n

·       Strong attention to detail, accuracy, organization, and follow-through.

\n

·       Professional written and verbal communication skills.

\n

·       Proficiency with Microsoft Office; experience with CRM and custodial systems preferred.

\n

·       Knowledge of retirement accounts, investment types, or financial planning concepts preferred.

\n

·       FINRA or insurance licenses or willingness to obtain industry credentials a plus.

\n

\n

Compensation & Benefits

\n

·       Competitive salary based on experience

\n

·       Performance-based bonus opportunities

\n

·       Retirement plan with 5% employer contribution

\n

\n
• 20 days PTO plus 12 paid holidays
\n

\n

·       Professional development and licensing support

\n

 

\n

Why Join Our Firm?

\n

We are a client-centered independent RIA with a collaborative, team-oriented culture where employees make a meaningful impact on the client experience and firm success. Our team values service, respect, flexibility, work-life balance, and high-quality work—reflected in our strong retention.