Financial Advisor

Maps Credit Union•Salem, NE

109d•Hybrid

About The Position

Maps Credit Union is seeking an experienced and relationship-focused Financial Advisor to join their growing Wealth Management team. This role offers the opportunity to help members pursue their financial goals through personalized, unbiased advice, thoughtful planning, and exceptional service. The advisor will report to the Chief Engagement Officer and be supported by the Wealth Operations Manager. Advisors operate in a collaborative environment that values integrity, professionalism, lifelong learning, and member advocacy. Maps offers its investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Advisors are dual employees of Maps and Ameriprise and benefit from the strength of an open-architecture platform along with robust planning tools, resources, and support. The position offers flexibility and support to build a rewarding and impactful career, with options for either a salary-plus-bonus structure or a traditional grid compensation model. This role is ideal for someone driven to become an elite advisor, takes pride in their work, values continuous improvement, and genuinely enjoys helping people improve their financial lives.

Requirements

Strong ethical standards and professional judgment.
Passion for continuous growth, coaching, and professional development.
Excellent written, verbal, and interpersonal communication skills.
Ability to build trust and develop long-term client relationships.
Strong business development and networking skills.
Effective organizational, time-management, and problem-solving abilities.
Ability to manage confidential information with discretion.
Detail-oriented with strong technical and computer proficiency.
Ability to adapt in a fast-paced and evolving environment.
Collaborative mindset and ability to work effectively across teams.
Three or more years of demonstrated success in the financial services industry.
Active FINRA Series 7 and Series 63 & 65/66 licenses.
Oregon Life and Health Insurance licenses required.
Valid driver’s license and ability to travel locally for client meetings.
Must be bondable.

Nice To Haves

CFP® designation preferred but not required.
Unlicensed or partially licensed candidates must obtain required licenses within 180 days of hire.

Responsibilities

Represent Maps Investments with the highest standards of integrity, professionalism, and ethics.
Demonstrate Maps’ core values in every interaction: commitment, character, collaboration, competence, and composition.
Co-develop and execute an effective business development plan to grow assets under management and deepen member relationships.
Build and maintain strong relationships with members, clients, and internal business partners.
Identify and pursue opportunities for business growth and client acquisition.
Partner with branch teams on sales initiatives, referrals, and financial education opportunities.
Collaborate with Branch Managers and teammates to identify cross-service and sales opportunities and expand member service.
Support investment and Credit Union integration initiatives including seminars, branch training, and member outreach events.
Analyze clients’ financial situations, goals, and risk tolerance to provide tailored recommendations.
Implement appropriate investment, insurance, and financial planning solutions aligned with member goals and the Credit Union’s mission.
Conduct proactive comprehensive client reviews and financial plan updates.
Deliver timely, responsive, and exceptional client service.
Maintain compliance with all applicable Credit Union, FINRA, SEC, Ameriprise, BSA, OFAC, AML, Regulation BI, and other regulatory requirements.
Stay informed on economic trends, market conditions, and financial products.
Support departmental goals and strategic initiatives established by Wealth Team leadership.