Financial Services Associate

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 contribution

• 20 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.