Financial Advisor

Maps Credit Union seeks an experienced Financial Advisor to join our growing Wealth Management team. Reporting to the SVP of Wealth, our Financial Advisors provide members and clients with unbiased, exceptional and personalized advice, guidance, solutions and service so clients can reach their financial goals. Maps offers our investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Financial Advisors are dual employees of Maps and Ameriprise and have access to robust resources and capability of an open architecture platform.

The Financial Advisor position is structured with a salary and bonuses or as a traditional grid compensation model. If you have the drive to be an elite advisor, take pride in your craft, are coachable in your continued improvement and love to positively impact clients lives, we would love to talk with you.

Key responsibilities include:

1. Operate and represent Maps Investments Services with the highest level of integrity and ethics.
2. Uphold and demonstrate Maps core values in every interaction: commitment, character, collaboration, competence and composition.
3. Co-develop and implement a business plan.
4. Identify and follow through on activities that generate new opportunities.
5. Partner with designated branch employees regarding sales practices and business development initiatives.
6. Work with Branch Managers to identify and leverage cross-sell opportunities.
7. Drive investment and Credit Union integration initiatives including call nights, branch training, seminars, etc.
8. Evaluate and discuss members and potential clients financial situations, objectives, goals and expectations.
9. Implement appropriate products and services that meet clients needs and which are consistent with the mission of the Credit Union.
10. Proactively provide client account reviews and financial plan updates.
11. Provide excellent customer service in a timely manner.
12. Follow the rules and regulations set forth by the Credit Union, NASD, SEC, FINRA and the broker/dealer. Follow regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance-related policies.
13. Identify and develop relationships with investment and insurance product wholesalers.
14. Keep current on global economic conditions as well as investment markets and products.
15. Follow through on the goals set forth by the SVP of Wealth.

Requirements

Knowledge, Skills and Abilities:

1. Ability to demonstrate the highest level of ethical behavior.
2. Drive to be an elite advisor, taking pride in your craft and being coachable in your continued improvement.
3. Exceptional written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, on digital video calls and over the phone.
4. Accurate typing/keyboarding skills; intermediate computer skills, including the use of word processing and spreadsheet software applications and e-mail.
5. Ability to retain a broad knowledge of tasks performed in department(s).
6. Ability to remain flexible in order to adapt to changes in the work environment.
7. Ability to study and apply new information.
8. Ability to take initiative and prioritize tasks; excellent time-management, problem-prevention, and problem-solving skills.
9. Ability to work accurately with close attention to detail.
10. Ability to maintain confidentiality of sensitive information.
11. Proven customer relationship and business development skills.
12. Ability to work with co-workers, members, and outside agencies professionally and tactfully.

Qualifications:

1. Three or more years of proven financial services industry success.
2. NASD Series 7, 63 and 65/66 licenses. (Unlicensed or partially licensed applicants must obtain their licenses within 180 days of hire.)
3. Life and Health Insurance Licenses required (Oregon). (Unlicensed or partially licensed applicants must obtain their licenses within 180 days of hire.)
4. LUTCF, CLU, ChFC or CFP designation preferred.
5. Valid drivers license.
6. Must be bondable.

Typical schedule: Monday - Friday, 8:30 AM 5:30 PM.

This position is eligible for a hybrid work schedule (2 days remote and 3 days onsite.)

The Financial Advisor position is structured with a salary and bonuses or as a traditional grid compensation model. Full benefits package.

To show our appreciation to employees, we offer:

• Medical, Dental, and Vision Insurance
• Employer-paid Life Insurance, Short-Term and Long-Term Disability
• 401(k) retirement plan with employer matching
• Generous paid time off and paid holidays
• Employee Assistance Program and Flexible Spending Accounts
• Student loan paydown program
• Employee loan discount program
• Wellness incentives

Why employees are proud to work here:

• We offer paid volunteer time
• We provide financial education for youth and adults
• We give grants to teachers in the valley
• We offer scholarships for local high school seniors headed to college

About Maps:

Located in the heart of the beautiful Willamette Valley, Oregon, Maps Credit Union offers a wide variety of services to over 77,000 members. More than anything else, we believe in lifelong learningnot only about money and finances but in all areas of life. Our focus on lifelong learning is a result of our proud history as an educators credit union, dating back to our start in 1935. We passionately believe that the best way to navigate lifes great adventure is to do it together.

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.