HHiring Reality
← Redwoodcu

Wealth Manager

Redwoodcu
Location
Napa, California
Posted
1 month ago
Department
Wealth Management
Salary
$141,979 to $167,039
What they actually want (must-haves)
  • Bachelor's degree in business administration, finance, or a closely related field
  • Minimum of eight years of experience in financial services, including investments and insurance
  • Experience in managing and developing staff
  • Strong understanding of compliance and risk management
  • Ability to analyze performance and market trends
  • Excellent leadership and communication skills
What the job really is

The Wealth Manager at Redwood Credit Union will oversee the planning and management of the Wealth Management program, focusing on member satisfaction and sales growth of investment and retirement products. The role involves leading a team, mentoring advisors, ensuring compliance, and participating in community events. Additionally, the Wealth Manager will implement strategic marketing plans and develop training programs for team members.

Benefits
  • 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
  • Competitive PTO accrual plus 11 paid company holidays and your birthday off
  • RCU employee discounts on loans and financial products
Things to weigh
  • No remote work mentioned, role requires travel to branches
  • Base salary range provided, but commission structure is not detailed
  • Internal team members must apply through a specific internal page
  • No visa sponsorship available for this position
Job score3.6/5
Benefits4/5
Freshness1/5
Career value4/5
Role clarity4/5
Pay transparency5/5

Applying to Redwoodcu?

See how your résumé matches this role — and tailor it from what actually gets interviews.

Calculate resume scoreGenerate resume to apply
Job Link →