Build Meaningful Relationships. Make a Lasting Impact.
Maps Credit Union is seeking an experienced and relationship-focused Financial Advisor to join our 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.
Reporting to the Chief Engagement Officer and supported by the Wealth Operations Manager, our 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.
Whether you prefer a salary-plus-bonus structure or a traditional grid compensation model, this position offers the flexibility and support to build a rewarding and impactful career.
If you are driven to become an elite advisor, take pride in your work, value continuous improvement, and genuinely enjoy helping people improve their financial lives, we would love to connect with you.
Key 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.
Knowledge, Skills & Abilities:
- 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.
