Investment Representative

Redwood Credit Union(1 month ago)

RemoteFull TimeMedior$76,000 - $100,000Wealth Management

About this role

The Investment Representative at Redwood Credit Union serves Members and internal team members through virtual channels by assessing their financial goals and providing tailored investment solutions. The role focuses on remote engagement via phone, video, and online communications rather than in-person meetings. It operates within a mission-driven, people-first credit union environment dedicated to member financial well-being. The position is based in Napa, California and includes a comprehensive benefits package.

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Required Skills

Investment Strategy
Client Assessment
Virtual Meetings
Relationship Building
Wholesaler Relations
Department Collaboration
Product Knowledge
Member Referrals
Sales Goals
Business Development

+13 more

Qualifications

Bachelor’s Degree
FINRA Series 7
FINRA Series 63
Series 66
Series 65
State Life Insurance License
State Health Insurance License

About Redwood Credit Union

redwoodcu.org

Redwood Credit Union is a trusted, community-focused credit union founded in 1950 that offers banking services to residents of the North Bay and San Francisco area. As a member-focused financial cooperative, it provides everyday banking products — such as deposit accounts, loans and mortgages — along with digital and branch services. Redwood emphasizes local community engagement and accessible financial services for anyone in its service area.