Wealth Advisor: Build Lasting Client Relationships & Growth

Maps Credit Union; Salem, Northern (OR, KY); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Health Savings Account (HSA)

Flexible Spending Accounts (FSA)

Employer-paid Life Insurance

Disability Insurance (ST/LT)

401(k) with employer matching

Generous PTO (12 hours/month)

10 paid holidays/year

Employee Assistance Program

Student loan paydown program

Employee loan discount program

Wellness incentives

Job summary

Maps Credit Union is seeking an experienced Financial Advisor to join our Wealth Management team in Oregon. The role focuses on building long-term member relationships through unbiased advice, personalized planning, and exceptional service.

Advisors operate within an open-architecture platform via Ameriprise and may be salary-plus-bonus or grid-based; dual employment with Ameriprise supports resources and planning tools.

Qualifications

• Three or more years of demonstrated success in the financial services industry.
• Active FINRA Series 7 and Series 63 & 65/66 licenses; unlicensed candidates must obtain within 180 days of hire.
• Oregon Life and Health Insurance licenses; unlicensed candidates must obtain within 180 days of hire.
• Valid driver’s license and ability to travel locally for client meetings.
• Must be bondable.

Responsibilities

• Represent Maps Investments with integrity, professionalism, and ethics.
• Co-develop and execute a business development plan to grow assets under management.
• Build and maintain strong relationships with members, clients, and internal partners.
• Identify and pursue opportunities for business growth and client acquisition.
• Collaborate with branch teams on sales initiatives, referrals, and financial education.
• Provide tailored investment, insurance, and financial planning solutions.
• Conduct comprehensive client reviews and financial plan updates.
• Deliver timely, responsive client service.
• Maintain compliance with regulatory requirements.

Skills

Relationship building

Business development

Communication skills

Time management

Discretion

Education

FINRA Series 7, Series 63, Series 65/66 licenses

Oregon Life & Health Insurance licenses

Driver's license

Bondable

Job description

Maps Credit Union is seeking an experienced Financial Advisor to join our Wealth Management team in Oregon. The role focuses on building long-term member relationships through unbiased advice, personalized planning, and exceptional service.

Advisors operate within an open-architecture platform via Ameriprise and may be salary-plus-bonus or grid-based; dual employment with Ameriprise supports resources and planning tools.