Redwood Credit Union through its relationship with CUSO Financial Services, L. P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services to its member base in the San Francisco/Mill Valley area.
Join a winning team with Redwood Credit Union
Redwood Credit Union was established in 1950 as Sonoma County Employees Credit Union by 7 County employees who pooled their funds to provide affordable loans to each other.
They became Redwood Credit Union in 1982 to reflect the growing demand from their communities for affordable financial services.
Today, RCU is a financial services organization with over $3 Billion in assets, serving over 242,000 consumers and businesses in the North Bay and San Francisco. They offer 17 branches, 30,000 fee-free ATMs & a host of online services.
Although RCU has grown significantly, their roots remain in service to their Members, employees and communities, and they are committed to the credit union philosophy of “people helping people.”
Our Financial Advisors work in tandem with the financial institution to provide comprehensive financial services to credit union members. As a Financial Advisor, you become part of the credit union environment providing investment services to members and building member relationships. For more information visit: https://www.redwoodcu.org
How does providing Member-Clients with investment, retirement, and educational planning and advice at a multi-billion dollar local financial institution pique your interest? Wanting to work at a place that refers to “Service” not as a colloquialism, but rather as a daily motto and mission? Look no further: Redwood Credit Union is looking for a Financial Advisor who wants something more!
Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:
- Top 5 Healthiest Credit Union in the USA, rated by Glatt Consulting
- Voted Best Places to Work in the North Bay 16 years in a row and counting!
- Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
- World-class employee engagement scores
- Large Business of the Year
Required Skills
Building strong relationships with clients, broker-dealers, internal staff, and other community partners, you will be part of the award winning Wealth Management Team at an organization which has over $700 million of investment assets under management.
Furthermore, with your in-depth knowledge of financial planning and investments, in addition to your client-centric service philosophy, you will coordinate, communicate, advise, and execute credit union Member’s long term financial needs. Covering specified branches, Financial Advisors have the opportunity to partner with branch staff in order to identify those Members in need of help. Your individual focus on your clients and their needs for financial products and services will be conducted at the highest level of integrity and genuine care for your clients’ financial success.
Required Experience
Additionally, the ideal candidate has:
- A combination of education and experience equivalent to an Associate’s degree in a closely related field
- 4+ years of progressively responsible investment sales experience with a credit union, bank or investment company
- Licensed for FINRA Securities Series 63, 7, and 65 or 66
Mandatory Vaccination Policy:
As a condition of employment, new hires must be fully vaccinated against COVID-19 on or before the first day of employment (subject to legally mandated exemptions).
Tell us why you think you are our new Financial Advisor! We are excited to hear how your skills, experience, and vision contribute to this team!
Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer
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