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Senior Wealth Manager & Team Growth Leader
Job in
Napa, Napa County, California, 94559, USA
Listed on 2026-08-17
Listing for:
Redwood Credit Union
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Redwood Credit Union is seeking a Wealth Manager to lead planning, organization, and management of its Wealth Management program in California. The role emphasizes Member satisfaction and growth of full-service investment and retirement offerings.
The ideal candidate will mentor Advisors, manage Wealth Management products, ensure regulatory compliance, and collaborate with cross-department teams to deliver new products and promotions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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