Financial Advisor Job Description

Required Licenses:

Series 7 Series 63 and 65 or 66 Life and Health Insurance Bachelor’s degree

Preferred:

CFP® or the ability to obtain it in the future. Experience in a bank/credit union, insurance agency, and/or non-profit environment. Experience working with federal government employees. Be able to give examples of past responsibilities and the level of production. Excels in a team environment. Experience with MoneyGuidePro (Financial Planning software) and Morningstar Workstation (Portfolio Analysis tool) a plus!

Primary Functions

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

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

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

Financial Advisors will be expected to periodically reach out to clients to review their accounts.

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. Advisor will conduct seminars on various financial topics including retirement planning, social security, life/long term care insurance.

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 $400,000,000 under management and more than 16,700 members (2600 holding investments accounts 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 solely on commission. A successful candidate will meet or exceed annual goals.

Compensation: Total compensation is comprised of approximately 3/4 Salary and 1/4 Annual Bonus (based on attaining goals).

Benefits:

Subsidized Dental
Subsidized Vision
Subsidized Health
Short Term Disability (100% covered)
Long Term Disability (100% covered)
12 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 information to greg@geba.com

Be sure to include salary requirement with your resume.

GEBA Wealth Management

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