Redwood Credit Union

Full-service credit union banking & loans

Wealth Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeNapa, CA, USA

About the Job

Requirements

Thorough knowledge of all aspects of wealth management offered by financial institutions.
Thorough knowledge of modern management techniques and practices.
Thorough knowledge of bank deposit products.
Current knowledge of federal and state investment laws, rules, and regulations.
Knowledge of national and local economic and competitive trends and conditions.
Strong negotiation and sales leadership skills.
Ability to comply with all terms of Redwood Credit Union and CUSO Financial Services manuals and policies.
Highly skilled in operating a personal computer with word processing, spreadsheet, and presentation software and Intra/Internet access.
Ability to lead and achieve results from others through motivation.
Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches.
Ability to plan, implement, and evaluate achievement of goals, objectives, and work plans.
Ability to lead, motivate, and supervise team members.
Ability to establish and maintain effective working relationships with regulators, Members, internal team members, attorneys, vendors, and other parties.
Ability to communicate effectively both verbally and in writing.
Ability to travel 50% of the time.
FINRA Series 7, 24 (or 9/10), and 66 (or 63/65) licenses are required.
California Life Insurance license is required.
Education and experience equivalent to a bachelor's degree in business administration, finance, or a closely related field, with a minimum of eight years of experience in financial services, including investments and insurance.

Responsibilities

Review and identify cost-effective utilization of all resources.
Lead and direct staff and directly supervised team members to ensure the availability of skills and abilities needed to meet Redwood Credit Union's vision, mission, values, and service doctrine.
Analyze and communicate information about performance, competition, marketplace, and company resources to balance immediate needs with future needs.
Manage the development of assigned Advisors through an internal business development program and motivate staff to sell and market Redwood Credit Union.
Represent Redwood Credit Union at internal and external events and community functions.
Assist with Member complaints and issues, and maintain prudent risk behavior and adherence to the Code of Ethics.
Collaborate across internal businesses.
Mentor and coach sales and service results.
Manage and direct assigned Advisors and Wealth Management products to provide exemplary service and generate non-interest income.
Establish or implement measurement criteria for tracking results, assigning priorities and resources, and ensuring timely and accurate completion of assignments.
Provide regular feedback and progress reports regarding Wealth Management sales practices and business development initiatives.
Use reporting systems to keep the Leadership Team informed of Wealth Management activities and production.
Assess the competitiveness of programs and practices against comparable companies, industries, and markets.
Maintain relationships with external partners and Member Experience, Compliance, Legal, Risk, Marketing, and IT departments to deliver new products and promotions.
Ensure compliance with pertinent government rules and regulations.
Evaluate business development efforts to ensure efficient use of resources and pursuit of opportunities within guidelines and policies.
Work with Leadership to set and meet production goals and oversee daily activities of assigned department team members.
Design and implement training and continuing education programs for team members with the Educational Development Department.
Maintain knowledge of department-related regulations and communicate relevant updates to the organization.
Recruit, select, train, motivate, coach, evaluate, and develop reporting staff.
Lead investment initiatives such as call nights, branch training, and business outreach.
Travel to branches and departments regularly to market and promote Wealth Management to Members and team members.
Maintain and recruit team members to meet targeted quantity and quality.
Implement Wealth Management disciplines for Member engagement, planning, service models, and use of tools available through Redwood Credit Union and CUSO Financial Services.
Develop and encourage sound financial planning practices among team members.
Implement plans and policies to attain goals and objectives, measure progress, and make adjustments as appropriate.
Support evaluation, research, and analysis to provide recommendations on new and existing product offerings and partnerships.
Assist with executing Wealth Management strategic marketing plans in coordination with Marketing and Communications.
Assist with executing strategies to support Wealth Management growth and other Redwood Credit Union goals.
Organize community seminars on investing, retirement planning, and other financial products offered.
Volunteer time and capital in community nonprofit groups and participate in community events, volunteer boards, and associations.

Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the planning, organization, and management of Redwood Credit Union's Wealth Management program. Emphasis is placed on providing excellent Member satisfaction and significantly growing sales and services provided through offering full-service investment and retirement products and services.

ESSENTIAL FUNCTIONS:

Leadership:

• Review and identify cost-effective utilization of all resources.

• Lead and direct the management of staff and directly supervised team members to ensure availability of skills and abilities needed to meet RCU’s vision, mission, values, and service doctrine.

• Analyze and communicate information about performance, competition, marketplace, and company resources in a manner that balances immediate needs with those of the future.

• Manage the development of all assigned Advisors through an internal business development program and motivate staff to sell and market RCU.

• Participate in and represent Redwood Credit Union at internal and external events and community functions.

• Compliance and Risk

o Assist with Member complaints and issues

o Prudent risk behavior

o Code of Ethics

• Internal cross business partnership and collaboration

Sales and Service Management:

• Mentor and coach sales and service results.

• Manage and direct assigned Advisors and Wealth Management products to provide exemplary service and generate non-interest income for RCU.

• Establish and/or implement measurement criteria for tracking results, assigning priorities and resources, and following through to ensure timely and accurate completion of assignments.

• Provide regular feedback and progress reports regarding Wealth Management sales practices and business development initiatives.

• Utilize reporting systems designed to keep the Leadership Team informed of all Wealth Management activities and production.

• Continually assess the competitiveness of all programs and practices against the relevant comparable companies, industries, and markets.

• Maintain relationships with external partners, Member Experience, Compliance, Legal, Risk, Marketing, and IT departments to deliver new products and promotions.

• Ensure compliance with pertinent government rules and regulations.

• Evaluate efforts to develop business to assure efficiency and resources are used to pursue opportunities within guidelines and policies.

• Work with Leadership on setting and meeting production goals and oversee the daily activities of assigned Wealth Management department team members.

• Design and implement training and continuing education programs for team members in conjunction with the Educational Development Department.

• Possess knowledge of department related regulations and communicate relevant updates to organization.

• Recruit, select, train, motivate, coach, evaluate and develop reporting staff.

• Lead investment initiatives, e.g., call nights, branch training, business outreach, etc.

• Travel to branches and departments regularly to market and promote Wealth Management to Members and team members.

• Maintain and recruit team members to meet targeted quantity and quality.

• Implement wealth management disciplines on effective Member engagement, planning, service models, and use of tools available through Redwood Credit Union and CUSO Financial Services.

• Develop and encourage sound Financial Planning practices by team members.

Planning:

Implement plans and policies to attain goals and objectives, measure progress and implement adjustments as appropriate.

• Support evaluation, research, and analysis to provide recommendations related to new and existing product offerings and partnerships.

• Assist in execution of Wealth Management strategic marketing plans in coordination with the Marketing & Communications Department.

• Assist in execution of strategies to support growth of Wealth Management as well as all other goals of Redwood Credit Union.

Other Functions:

• Organize community seminars on investing, retirement planning, and other financial products offered.

• Volunteer time and capital in community non-profit groups and participate in community events, volunteer boards and associations.

Join us and discover why you'll love working at Redwood Credit Union!

ABOUT REDWOOD CREDIT UNION (RCU):

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.

Why work for Redwood Credit Union?

•21st largest credit union in the U.S. and the largest financial institution based in the North Bay

•Recognized by Newsweek as one of "America's Best Credit Unions 2026"

•Awarded a 5-Star Bauer Rating

• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"

•Top Corporate Philanthropists (#24) - San Francisco Business Times

•Voted Best Places to Work in the North Bay 21 years in a row

•World-class Employee Engagement scores

•Rated Superior in Service by more than 90% of Members, surveyed by SF Gate

•Industry leading Net Promoter Scores across the U.S.

Minimum Qualification: Knowledge, Skills and Abilities

Thorough knowledge of all aspects of Wealth Management offered by financial institutions.
Thorough knowledge of modern management techniques and practices.
Thorough knowledge of bank deposit products.
Current knowledge of Federal and State investment laws, rules, and regulations.
Knowledge of national and local economic and competitive trends and conditions.
Strong negotiation and sales leadership skills.
Ability to comply with all terms of RCU and CFS manuals and policies.
Highly skilled in the operation of a personal computer with word processing, spreadsheet and presentation software with Intra/Internet access.
Ability to lead and achieve results from others through motivation.
Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches.
Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans.
Ability to lead, motivate, and supervise team members.
Ability to establish and maintain effective working relationship with a diverse group of people including, regulators, Members, internal team members attorneys, vendors, and other parties.
Ability to communicate effectively both verbally and in writing.
Ability to travel 50% of time.

Certifications and Licenses

FINRA Series 7, 24 (or 9/10), 66 (or 63/65) licenses required.
California Life Insurance.

The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, finance, or a closely related field, with a minimum of eight years of experience in financial services, including investments and insurance.

Compensation: Base starting range: $141,979 to $167,039 annually + Commission

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Redwood Credit Union offers a robust benefits package to our eligible employees including:

• Competitive medical, dental, and vision insurance, mental health offerings

• Employee performance incentive plan

• Salary Advancement– Merit increase based on performance

• 401(k) program with employer match

• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

RCU Discounts and Perks:

• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans

• RCU employees are eligible for a 1% discount on all recreational or boat loan products

• 2% discount off Visas and LOC Loans through RCU

• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.

• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.

• 0% interest on garment, fitness, or home office equipment loan of up to $500

• 100% financing for employee purchased homes!

Physical Requirements:

• Ability to travel to offsite corporate and branch locations as needed.

• Ability to stand, bend, stoop, sit, walk, twist, and turn.

• Ability to lift up to 15 pounds.

• Ability to use a computer keyboard and calculator.

• Work environment is indoors; majority of the time is spent sitting at a desk.

*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.

Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.

We are an Equal Opportunity Employer

About the Company

Redwood Credit Union

Full-service credit union banking & loans

Redwood Credit Union is a member-owned financial cooperative serving California’s Northern Bay Area. It offers personal and business banking services including checking and savings accounts, certificates, loans (auto, home), insurance, wealth management, and online/mobile banking. Members deposit funds to open accounts and borrow via loans or lines of credit with advertised rates, while digital tools and support keep accounts accessible. Its goal is to help members save, plan, and manage money while supporting the local communities it serves.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: Santa Rosa, CA
Founded: 1950

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