Financial Advisor

Primary Functions

Financial Advisors will be expected to gather new clients and new assets from leads provided. The Financial Advisor meets with prospective members, to collect and discuss financial information (assets, income, debt, cash flow, tax status, retirement saving, insurance and financial objectives). Next the Financial Advisor analyzes the information collected to develop individualized strategies and recommendations on the enrollment of investments and/or insurance that are in the clients best interest.

Financial advisors are expected to meet periodically with current clients, benefit members and prospects to review their accounts. The advisor will ensure that investments still meet the client objectives and uncover new opportunities.

Secondary functions

Advisor will conduct seminars on various financial topics including retirement planning, social security, life/long term care insurance etc. Advisor will also be expected to provide customer service for GEBAs $260,000,000 of legacy fixed annuity products as well as act as contributing member of the GEBA team in any capacity necessary to benefit the organization and membership.

Travel:

Very little travel is required, typically less than twice per year. Local travel may be required to support GEBAs marketing events or a client meeting.

About GEBA and GEBA Wealth Management

Government Employees Benefit Association is a not for profit Voluntary Benefit Association dedicated to assisting our membership of federal/military households.

GEBA Wealth Management has more than $400,000,000 under management, managing 2600 households. We have grown rapidly and need to add personnel to keep up with demand. We strive to help our membership fulfill their financial needs. For this reason, we do not base our compensation solely on commission. A successful candidate will meet or exceed quantifiable goals.

Compensation: Total compensation is comprised of approximately 3/4 Salary and 1/4 Annual Incentive based on attaining both individual & group sales 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

Required Licenses:

• Series 7
• Series 63 and 65 or 66
• Life and Health Insurance

Preferred:

• CFP or the ability to obtain it in the future.
• Experience in a direct-to-consumer sales role such as brokerage firm, bank/credit union or insurance agency.
• 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 or other Financial Planning software