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Senior Wealth Manager & Growth Leader
Job in
Napa, Napa County, California, 94559, USA
Listed on 2026-08-13
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Redwood Credit Union is seeking a Wealth Manager to orchestrate planning, organization, and management of the Wealth Management program. The role focuses on member satisfaction, growing sales, and delivering full-service investment and retirement products with a strong governance framework.
The candidate will coach Advisors, manage production, and collaborate across departments to implement wealth management strategies and ensure regulatory compliance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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