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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?

• 37th largest credit union in the U.S. and the largest financial institution based in the North Bay.
• Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial.
• Recognized by Newsweek as one of "America's Best Credit Unions 2024".
• Recognized by Forbes as one of "America's Best Small Employers 2023".
• Voted Best Places to Work in the North Bay 19 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.

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

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.

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.

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.

Physical Requirements

• Ability to stand, bend, stoop, sit, walk, twist, turn.
• Ability to lift up to 15 pounds occasionally.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors; majority of the time is spent sitting at a desk.

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: $138,112 to $81,980 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!

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

We are an Equal Opportunity Employer.

Join to apply for the Wealth Manager role at Rockstar 2 days ago Be among the first 25 applicants Join to apply for the Wealth Manager role at Rockstar Rockstar is recruiting on behalf of a leading independent wealth management firm specializing in tax-smart retirement strategies. Our client is dedicated to guiding individuals and families through one of the most meaningful chapters of their lives, providing expert financial advice with empathy, clarity, and a steadfast commitment to client well-being. The team is passionate about making retirement the most fulfilling stage of life, empowering clients to move from fear to possibility, and protecting what matters most. At this firm, financial professionals are more than advisors—they are trusted guides in their clients' journeys. Trusted & Tax-Smart Retirement Strategists, the team is grounded in deep expertise, but always warm and clear. They don't just solve problems; they make complexity feel manageable, even empowering. Believers in a Better Retirement, they bring hope, optimism, and a deep belief that this stage of life can be the most fulfilling yet. They help clients see possibility where they once saw fear. Protectors of What (and Who) Matters Most, they show up with empathy, dedication, and a steady hand. Clients trust them not just with their money, but with their dreams, their families, and their peace of mind. This is what it means to make retirement the best part of someone's life—and the team is honored to do it together. Role Overview This Advisor's main duty is to meet one-on-one with existing clients. The ideal candidate for this role will be someone who enjoys building relationships and providing superior client service, always putting clients first. Initial duties include providing ongoing planning services to existing clients, building client relationships, participating in client events, and ensuring the onboarding of new clients is a smooth and seamless transition from initial advisor to wealth manager. Upon completion of successful training, the Advisor will be handed a book of clients and will continue to have more clients added to their book. This role is not responsible for sourcing new client relationships but is responsible for growing their current book of business. - Strong initiative - Ability to market to local clients - Persistence - Team oriented - 3+ years of financial services experience required - Series 65 or a combination of Series 66 and 7, with Life and Health required - Strong organizational, prioritization, interpersonal, and management skills - Excellent communication skills; both verbal and written - Experience with tax planning preferred Position Responsibilities - Prepare, present, and implement customized financial plans - Assist clients with annuities, life, and long-term care, and managing money - Provide financial planning advice to include investment, insurance, and retirement - Manage and retain strong client relationships Compensation Salary: $75,000 - $50,000 - Based on Experience - Plus commission on additional sales Money for Nothing The firm encourages rest and recovery with an unlimited PTO policy. Team members work hard and get their work done but also recognize the importance of recovery and personal time. Retirement Traditional and Roth 401(k)s are offered, with company matching a percentage of contributions. Let's Stay Healthy - Aetna is the insurance provider. - The company pays for part of health, dental, and life insurance. - Paid time off is provided to go to the doctor, dentist, etc. Want To Lend a Hand? The firm supports local charities financially and with paid time off to volunteer. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Rockstar by 2x Get notified about new Wealth Manager jobs in Chicago, IL . Chicago, IL 40,000.00- 65,000.00 1 week ago Greater Chicago Area 85,000.00- 125,000.00 2 weeks ago Northbrook, IL 130,000.00- 175,000.00 2 weeks ago Chicago, IL 75,000.00- 110,000.00 3 weeks ago Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - Chicago Chief Investment Officer, Wealth Management Chicago, IL 400,000.00- 550,000.00 1 day ago Chicago, IL 90,000.00- 100,000.00 14 hours ago Chicago, IL 130,000.00- 150,000.00 1 week ago Investment Executive (Financial Advisor) Downtown Chicago J.P. Morgan Wealth Management – Private Client Advisor - Chicago Downtown Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago Chicago, IL $7 ,000.00- 80,000.00 1 day ago J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds team, Vice President - Chicago Financial Advisor - Endowments and Foundations Chicago, IL 100,000.00- 130,000.00 14 hours ago Wheaton, IL 94,000.00- 163,000.00 1 week ago Chicago, IL 265,000.00- 320,000.00 1 week ago Asset & Wealth Management, Strategic Marketing Manager, Vice President - Chicago Chicago, IL 110,000.00- 230,000.00 2 weeks ago Chicago, IL 99,600.00- 169,200.00 3 days ago Asset & Wealth Management, Equity Product Marketing, Vice President - Chicago Chicago, IL 125,000.00- 250,000.00 2 weeks ago Chicago, IL 56,000.00- 72,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Job Description

About us:

The Center for Wealth Preservation is a leading wealth and financial management firm. Our team of experienced wealth management professionals provides customized solutions for a diverse client base that includes high-net-worth individuals, professional athletes, corporations, and foundations. We take pride in our strong ethical framework and dedication to providing outstanding customer service. Our mission is to offer the right solutions for our clients' financial security and prosperity.
The Opportunity:

We're currently looking for a skilled Wealth Manager to join our dynamic team. The ideal candidate will be responsible for developing personalized financial management strategies and maintaining a close working relationship with our clients to ensure their needs and financial goals are being met.
Job Responsibilities:

• Developing personalized comprehensive financial plans for clients, including advice on investment, insurance, retirement planning, tax and estate planning
• Building and maintaining strong relationships with clients, proactively addressing their needs and concerns
• Coordinating with other team members to implement strategies and maintain a high level of client service
• Regularly monitoring and adjusting clients' financial plans based on changes in their circumstances and financial markets
• Complying with all industry rules and regulations, and maintaining up-to-date knowledge of market trends and other relevant financial information

• A minimum of 5 years' experience in wealth management or financial planning
• A bachelor's degree in Finance, Economics, or related field
• Professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Excellent interpersonal and communication skills, with the ability to build relationships with clients and team members
• Familiarity with financial planning software and other relevant technology

• Master's degree in Finance or related field
• Experience in a client-facing role at a wealth management firm
• Advanced knowledge of tax laws related to investments and personal finance
• Demonstrated success in building customer relationships and developing new business
• Experience with high net worth and ultra high net worth clients

2 days ago Be among the first 25 applicants Madison Professional Group provided pay range This range is provided by Madison Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $150,000.00/yr - $00,000.00/yr Direct message the job poster from Madison Professional Group Founder| Custom Recruiting Solutions for Wealth Managment @Madison Professional Group LOCAL CANDIDATES Our client is a national leader in the broker-dealer space, known for their investment in their employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Wealth Managers throughout the San Francisco Bay area. In this role, you will be forging and deepening relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you will work with established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on. While this role can have some hybrid options depending on the branch location, all candidates MUST be able to commute to the SAN FRANCISCO BAY AREA. Licensed Financial Consultant Responsibilities: Leads the management of client cases and quarterbacking all tasks to completion Lead prospective client meetings, gather data, deepen relationships, present firm’s value offering and close new business Prepare comprehensive financial plans, reports and client presentations Implement financial plans and investment strategies Understand the emotional aspects of finances and counsel clients appropriately Licensed Financial Consultant Skills: As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients. Experience with growing and developing a book of business. Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence. Experience with high volume of client appointments. Team player with the ability to collaborate with multiple business partners. Strong sense of integrity, insights, and interpersonal skills. Licensed Financial Consultant Required Licensing/Experience : FINRA Series 7 & 66 or (series 65/63) CFP preferred 3-5 years of experience in financial planning Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable). MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance, Business Development, and Strategy/Planning Referrals increase your chances of interviewing at Madison Professional Group by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Student loan assistance Tuition assistance Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Wealth Manager” roles. Continue with Google Continue with Google Continue with Google Continue with Google San Francisco, CA $36,00 - 125,000 2 weeks ago San Francisco Bay Area 36,000 - 125,000 2 weeks ago San Francisco Bay Area 36,200 - 125,000 2 weeks ago San Francisco Bay Area 24,000 - 125,000 1 month ago San Francisco Bay Area 39,000.00 - 125,000.00 1 month ago San Jose, CA 115,000.00 - 120,000.00 1 week ago San Francisco Bay Area 39,000.00 - 125,000.00 1 month ago San Jose, CA 36,200.00 - 125,000.00 1 month ago Walnut Creek, CA 39,000.00 - 125,000.00 1 month ago Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - San Francisco Pleasanton, CA 40,000.00 - 65,000.00 3 days ago San Francisco, CA 85,000 - 90,000 5 days ago San Francisco, CA 170,000 - 300,000 20 hours ago San Ramon, CA 90,000 - 100,000 1 week ago Asset & Wealth Management, External Investing Group (XIG), Imprint - Private Equity Manager Selection, Vice President San Francisco, CA 125,000 - 290,000 3 days ago Watsonville, CA 65,000 - 78,000 1 week ago San Francisco, CA 85,000 - 135,000 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

2 days ago Be among the first 25 applicants Madison Professional Group provided pay range This range is provided by Madison Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $120,000.00/yr - $00,000.00/yr Direct message the job poster from Madison Professional Group Founder| Custom Recruiting Solutions for Wealth Managment @Madison Professional Group LOCAL CANDIDATES Our client is a national leader in the broker-dealer space, known for their investment in their employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Wealth Managers throughout the Campbell, San Jose, and Sunnyvale. In this role, you will be forging and deepening relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you will work with established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on. While this role can have some hybrid options depending on the branch location, all candidates MUST be able to commute to the area listed above. Licensed Financial Consultant Responsibilities: Leads the management of client cases and quarterbacking all tasks to completion Lead prospective client meetings, gather data, deepen relationships, present firm’s value offering and close new business Prepare comprehensive financial plans, reports and client presentations Implement financial plans and investment strategies Understand the emotional aspects of finances and counsel clients appropriately Licensed Financial Consultant Skills: As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients. Experience with growing and developing a book of business. Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence. Experience with high volume of client appointments. Team player with the ability to collaborate with multiple business partners. Strong sense of integrity, insights, and interpersonal skills. Licensed Financial Consultant Required Licensing/Experience : FINRA Series 7 & 66 or (series 65/63) CFP preferred 3-5 years of experience in financial planning Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable). MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance, Business Development, and Strategy/Planning Referrals increase your chances of interviewing at Madison Professional Group by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Student loan assistance Tuition assistance Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Financial Consultant” roles. San Jose, CA $128,0 0.00- 240,667.00 2 days ago Sunnyvale, CA 55,000.00- 75,000.00 1 week ago Sunnyvale, CA 56,000.00- 72,000.00 19 hours ago San Jose, CA 90,000.00- 120,000.00 6 months ago Pleasanton, CA 80,000.00- 100,000.00 4 weeks ago San Francisco Bay Area 36,000.00- 125,000.00 4 weeks ago VP, Financial Consultant - Sunnyvale, CA San Jose, CA 90,000.00- 120,000.00 2 weeks ago San Jose, CA 36,200.00- 125,000.00 1 week ago San Francisco Bay Area 150,000.00- 200,000.00 2 weeks ago Senior Financial Analyst, Alexa and AGI Finance - Insights, Planning, Econometrics, Decision (IPED), Alexa and AGI Finance - Insights, Planning, Econometrics, Decision (IPED) Sunnyvale, CA 60,200.00- 128,800.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Judson Group is excited to partner with a dynamic, independently held fee-only RIA based in Redwood City, CA in the search for a Wealth Manager . This is an incredible opportunity for a talented financial advisor who’s ready to take the next step—guiding high-net-worth clients through complex planning and investment strategies without the pressure of building a book from scratch. As a Wealth Manager, you’ll be at the forefront of client relationships—leading in-depth planning engagements, delivering actionable investment advice, and driving strategic growth both for clients and the firm. You’ll work closely with a team of passionate professionals who are deeply committed to delivering an exceptional wealth management experience. Why You’ll Love This Role: Step into an existing book of business and lead sophisticated client relationships. Work with a tight-knit, high-performing team that values collaboration, excellence, and innovation. Enjoy strong career upside and leadership opportunities in a growing, client-first organization. Make a real difference in the lives of clients—no sales quotas, just trusted relationships. What You’ll Be Doing: Serve as the primary advisor to a select group of high-net-worth clients. Lead client meetings and planning sessions, delivering tailored strategies and solutions. Translate complex financial topics into clear, actionable advice. Collaborate with and mentor junior advisors and support staff to drive client success. Support business development efforts through client referrals and firm-wide initiatives. Manage all aspects of client financial planning, investment implementation, and service. Ensure clients’ goals, values, and action plans are consistently aligned and executed. What We’re Looking For: 3-5 years of client-facing experience with an RIA, family office, or investment advisory firm. Proven expertise in financial planning and investment strategy. Strong communication skills with a passion for delivering exceptional client experiences. Detail-oriented, highly organized, and thrives in a fast-paced, team-driven environment. Proficient with CRM, financial planning tools, and portfolio management systems. Competitive compensation package with bonus opportunities. Clearly defined career path and growth trajectory. Full benefits including health, retirement, and generous PTO. Location: Redwood City, California Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance Industries Financial Services, Banking, and Investment Management Referrals increase your chances of interviewing at Judson Group by 2x San Francisco, CA $36,000 - $25,000 3 weeks ago San Francisco Bay Area 36,000 - 125,000 3 weeks ago San Francisco Bay Area 36,200 - 125,000 2 weeks ago San Francisco Bay Area 36,200 - 125,000 3 weeks ago San Francisco Bay Area 24,000 - 125,000 1 month ago San Francisco, CA 85,000 - 135,000 3 weeks ago Asset & Wealth Management, External Investing Group (XIG), Imprint - Private Equity Manager Selection, Vice President San Francisco, CA 135,000 - 175,000 1 month ago Foster City, CA 135,000 - 175,000 2 months ago J.P. Morgan Wealth Management – Private Client Advisor - Menlo Park, CA and Surrounding Areas We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

• Exemplify the core values of Zuckerman Investment Group.

• Deliver personalized and proactive financial counseling services for 50-100 high net worth clients.

• Manage client relationships and ensure long term retention through regular communication to review portfolio strategy, account activity and performance.

• Lead, manage and hold accountable the internal client team and prioritize open client requests.

• Work with the Portfolio Manager to implement and monitor client asset allocations and investment strategies.

• Grow your client base through client and COI (Center of Influence) referrals.

• 5+ years of related investment and portfolio management experience required.

• Outstanding work ethic, attention to detail and ability to work well on a team and cross functionally.

• Proven ability to grasp and comprehend highly complex, widely varied problems and concepts and then communicate them in a simple, straightforward manner.

• Maintains the highest standard of professionalism, integrity, and confidentiality.

• Maintains strong communication and working relationships with team members.

• Provides clear and efficient communication to leadership team and partners.

• Insatiable intellectual curiosity and an unrelenting desire to learn and understand "how things work".

• Proficiency with the Microsoft Office Suite .

• Proficiency with FactSet and/or Bloomberg.

• Bachelor's Degree

• Master's in Business Administration (preferred)

• Maintain CFA® designation (preferred)

2 months ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

ABOUT REDWOOD CREDIT UNION (RCU):

At Redwood Credit Union, our mission is to

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?

• 32nd largest credit union in the U.S. and the largest financial institution based in the North Bay
• Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial
• Recognized by Newsweek as one of "America's Best Credit Unions 2024"
• Recognized by Forbes as one of Americas Best Small Employers 2023"
• Voted Best Places to Work in the North Bay 19 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
  
  

• 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 RCUs 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
• Assist with Member complaints and issues
• Prudent risk behavior
• Code of Ethics
• Internal cross business partnership and collaboration
  
  

• 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
  
  

• 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
  
  

• 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
  
  

• 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
  
  

• Ability to stand, bend, stoop, sit, walk, twist, turn
• Ability to lift up to 15 pounds occasionally
• Ability to use a computer keyboard and calculator
• Work environment is indoors; majority of the time is spent sitting at a desk
  
  

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

• 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 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!
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Finance and Sales
• Industries Banking

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Wealth Manager

Alloy Silverstein is a multi-office regional accounting and financial services firm seeking a full-time Wealth Manager for our Cherry Hill, NJ office location.

About us

While Alloy Silverstein Accountants and Advisors has been a prominent South Jersey CPA firm since 1959, the financial services division was created in 1999. Led by Managing Shareholder Ren Cicalese, CPA, PFS, CGMA and Director of Financial Services Ronald Donato, MBA, CFP , Alloy Silverstein Financial Services specializes in providing personalized and tax-smart financial planning, investing and retirement solutions, and wealth management services to business owners, families, attorneys, medical professionals, professional athletes, and shared clients of the CPA firm.

This role will be focused on the financial planning and wealth management services side of the firm. The Wealth Manager will initially work alongside the Director of Financial Services to manage daily client interactions, participate in meetings, provide financial planning, investment and insurance solutions for clients and prospective clients, and coordinate this activity with our CPA partners. We would anticipate that the Wealth Manager will become the Director of Financial Services when the current Director retires. This position does require fingerprinting prior to accessing client data or financial paperwork.

Responsibilities include, but not limited to:

• Managing the client experience by greeting clients with both verbal communication and written correspondence
• Analyzing data for client meetings, investment and insurance recommendations
• Preparing financial plans to meet client needs and goals
• Maintaining comprehensive and accurate records, documentation, and reports to assure full compliance as required by board standards and our broker dealer
• Updating CRM and logging all of the Wealth Managers client interactions
• Making recommendations for new client accounts
• Reviewing insurance applications that are initiated by your Administrative Assistants, as well as other relevant information in connection with account opening
• Keeping current on various licensing and compliance requirements, including continuing education required by our broker-dealer
• Attending weekly status and strategy meetings to address planning of priorities
• Working alongside Marketing to plan mail/email newsletters and client marketing materials
• Becoming thoroughly familiar with broker dealers systems and procedures

Requirements:

• Excellent business communication skills with emphasis on a positive customer service experience
• Ability to multi-task in a fast-paced environment while balancing and prioritizing daily responsibilities
• Thorough and detail-oriented
• Prior system and program knowledge a plus: Microsoft Office Suite and Redtail CRM, financial planning software
• Ability to maintain confidentiality and conduct business professionally
• Reliable and dependable with an excellent attendance and punctuality record
• Work well independently and in a team with positive attitude and professional presence
• Have a focus on acting in the best interest of clients and prospective clients

Qualification requirements:

• College degree, preferably in Accounting and/or Finance
• 7+ years of industry experience
• Prior background/experience in Avantax and SEI a plus
• FINRA series 6 and/or series 7, FINRA Series 63 and 65 or 66, and insurance license
• CFP designation preferred, but can obtain after starting
• Able to work flexible and/or overtime hours including Saturdays and late evenings based upon work and peak busy times during accounting season

This is a full-time position with hours Monday through Friday from 8:00 AM to 5:00 PM. During tax season, additional hours will most likely be required. Compensation is based on experience. Dress code is business casual.

To learn more about the culture and benefits of becoming an Alloy Silverstein Group team member, visit our Careers page.

Alloy Silverstein is an EEO. Our team members are nationally recognized for providing superior client service. Join our client-centric, community-minded team today. For immediate consideration, send resume and salary requirements to or apply at the link below.

Want to join the Alloy Silverstein team? To apply, send your resume to or apply using the link below.

With office locations in Cherry Hill and Hammonton, Alloy Silverstein has been providing the Philadelphia region with accounting, tax, auditing, and advisory service since 1959. Our professionals have made many long-term client relationships by valuing an emphasis on excellence, hard work, giving back to our local community, and pledging to go above and beyond with exceptional client service.
Updated January 2025