Jobs and Careers
RE
Financial Advisor
Redwood Credit UnionSan Rafael, United Statesfull_timeVerifiedPosted 8 Sept 2025
💰 $68,640/yr
About the role
Redwood Credit Union is looking for a Financial Advisor who will provide investment, retirement, annuity, advisory, educational investment planning, and advice, as licensed, to Members in an assigned territory and execute transactions for investment products and services that match Members’ needs.
Key ResponsibilitiesService:• Provide exceptional customer service to all Member-clients.• Call Members referred to the Wealth Management department by Branches, Member Service Center, and other RCU partners to set an appointment for a meeting.• Make and receive calls from clients assisting with questions and resolving problems as appropriate.• Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.• Travel to Corporate Offices and other branch locations as assigned.Investment Product Sales:• Open accounts and execute trades for advisory, mutual funds, stocks, bonds, etc. as directed by client in compliance with the CUSO Financial Services Office of Supervisory Jurisdiction (OSJ).• Research and provide literature on requested investment products including stocks, bonds, and mutual funds.• Research and provide literature and information to clients regarding insurance products such as life insurance and annuities.• Establish and maintain interactive and open communication with CUSO Financial Services and product companies.• Provide Branch and Member Service Center team members with pertinent referral and product training.• Attend regular product and sales training meetings.• Research and solve Member problems and complaints in an accurate and timely manner.• Prepare regular client mailings/calls for birthdays, holidays and other events as assigned.Administration:• Complete all transactions within all regulatory organizations (i.e., FINRA and the SEC) and credit union procedures and regulations.• Research and repair all “Back to Rep” and NIGO (“not in good order”) items.• Complete daily, weekly, and monthly sales blotters and tracking reports.• Prepare and maintain complete and accurate client digital files, Member financial data, and documentation as directed by CUSO Financial Services and RCU.• Coordinate marketing and sales efforts to promote Redwood Credit Union.• Provide CUSO Financial Services and RCU with all materials distributed for signed approval from the compliance department.Other Functions:• Implement new investment and credit union related products and services with other team members of RCU.• Obtain additional licenses and education as assigned by management.
Join us and discover why you'll love working at Redwood Credit Union!
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?• 29th 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 Greatest Midsize Workplaces 2025"• 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 20 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.
Key ResponsibilitiesService:• Provide exceptional customer service to all Member-clients.• Call Members referred to the Wealth Management department by Branches, Member Service Center, and other RCU partners to set an appointment for a meeting.• Make and receive calls from clients assisting with questions and resolving problems as appropriate.• Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.• Travel to Corporate Offices and other branch locations as assigned.Investment Product Sales:• Open accounts and execute trades for advisory, mutual funds, stocks, bonds, etc. as directed by client in compliance with the CUSO Financial Services Office of Supervisory Jurisdiction (OSJ).• Research and provide literature on requested investment products including stocks, bonds, and mutual funds.• Research and provide literature and information to clients regarding insurance products such as life insurance and annuities.• Establish and maintain interactive and open communication with CUSO Financial Services and product companies.• Provide Branch and Member Service Center team members with pertinent referral and product training.• Attend regular product and sales training meetings.• Research and solve Member problems and complaints in an accurate and timely manner.• Prepare regular client mailings/calls for birthdays, holidays and other events as assigned.Administration:• Complete all transactions within all regulatory organizations (i.e., FINRA and the SEC) and credit union procedures and regulations.• Research and repair all “Back to Rep” and NIGO (“not in good order”) items.• Complete daily, weekly, and monthly sales blotters and tracking reports.• Prepare and maintain complete and accurate client digital files, Member financial data, and documentation as directed by CUSO Financial Services and RCU.• Coordinate marketing and sales efforts to promote Redwood Credit Union.• Provide CUSO Financial Services and RCU with all materials distributed for signed approval from the compliance department.Other Functions:• Implement new investment and credit union related products and services with other team members of RCU.• Obtain additional licenses and education as assigned by management.
Join us and discover why you'll love working at Redwood Credit Union!
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?• 29th 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 Greatest Midsize Workplaces 2025"• 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 20 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.
Minimum Qualification: Knowledge, Skills and Abilities
- Knowledge of financial products and services.
- Knowledge of business or economics.
- Working and current knowledge of investment and insurance products.
- Working knowledge of the financial services industry.
- Excellent organizational and administrative skills.
- Excellent services skills.
- Skill in the operation of a PC with word processing, spreadsheet and investment related software.
- Skill in the operation of modern office equipment
- Ability to be self-motivated and directed.
- Ability to communicate effectively both verbally and in wr
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