Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
TITLE: Member Service and Sales Representative
REPORTS TO: Director, Member Services and Operations
FLSA CLASSIFICATION: Full-time; Non-Exempt
LOCATION: Hanover, MD
BASE SALARY RANGE: $60,000 - $70,000
About GEBA and What We Do
The Government Employees Benefit Association (GEBA) was founded as a not-for-profit membership organization in 1957 by a group of National Security Agency (NSA) employees to serve public servants—by offering supplemental insurance benefits then not offered by the Federal Government. Since then, GEBA membership and services have expanded to serve the broader federal workforce, the Military, and their families and with financial & retirement planning in addition to insurance. With approximately 16,000 members and 2,000 Wealth Management clients, GEBA is Feds’ Trusted Financial Partner.
Our staff of 18 is diverse and growing. They describe our work environment as: dedicated (to our mission, values, and members); collaborative/team-focused; respectful; flexible/relaxed; supportive of mentoring and professional development; and respectful of work life balance while having high expectations for quality work. We are proud to have a dynamic team with a high retention rate, a testament to a workplace culture that values collaboration and respect.
About You
GEBA seeks an experienced insurance industry professional to serve as a Member Services Representative to join our team to help to us serve and deepen our relationships with current and prospective members. You will play a crucial role in helping to meet our best-in-class customer/member service mission, and in supporting our growth goals through educating members about all of our product and service offerings. This is a great opportunity for an insurance/financial services professional interested in working for a mission-driven organization. To be successful in this position and at GEBA, you will be a self-starter who takes initiative and has excellent interpersonal and organizational skills enjoys working in a collaborative environment.
Responsibilities
1. Customer and Member Account Service/Management
2. Support GEBA Membership growth goals:
This list is not exclusive. Other duties may be assigned by management to support enterprise needs.
Required Experience, Skills, and Attributes
Desired
Working Environment and Physical Requirements
Compensation and Benefits
For more information, visit www.geba.com
GEBA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Job Type: Full-time
Pay: $60,000.00 - $70,000.00 per year
Benefits:
Shift:
Weekly day range:
License/Certification:
Work Location: In person
Clear All
0 Wealth Management Specialist jobs found in Baltimore, MD area