Financial Services Associate
Location: On-Site
Employment Type: Full-Time
Reports To: Directors of Wealth Management About GEBA Wealth Management
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.
Position Summary:
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.
Key Responsibilities:- Serve as a primary contact for client inquiries, service requests, and follow-up.· Prepare and process account paperwork, transfers, money movements, beneficiary updates etc.· Coordinate client meetings, prepare materials, and assist with follow-up items.· Maintain accurate client records in CRM, document management, and custodial systems.· Gather client information and support advisors with financial planning, reporting, and portfolio-related tasks.· Handle confidential information professionally following firm and compliance requirements.
Qualifications:- 2+ years of experience in financial services, wealth management, or client service.· Strong attention to detail, accuracy, organization, and follow-through.· Professional written and verbal communication skills.· Proficiency with Microsoft Office; experience with CRM and custodial systems preferred.· Knowledge of retirement accounts, investment types, or financial planning concepts preferred.· FINRA or insurance licenses or willingness to obtain industry credentials a plus.
Compensation & Benefits:- Competitive salary based on experience· Performance-based bonus opportunities· Retirement plan with 5% employer contribution20 days PTO plus 12 paid holidays· Professional development and licensing support Why Join Our Firm? 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.
