Investment Representative (bilingual Preferred)

Redwood Credit Union

Napa, California, USA
On-site
Assess financial goals and objectives
Develop investment strategies
Proactive marketing and support
Redwood Credit Union is seeking an Investment Representative focused on virtual channels to assess financial goals and provide personalized investment products

Job Summary

  • Redwood Credit Union is seeking an Investment Representative focused on virtual channels to assess financial goals and provide personalized investment products.
  • Key responsibilities include identifying member needs, developing investment strategies, proactively marketing services, and maintaining current knowledge of investment products.
  • The company emphasizes a people-first approach, fostering a culture of empathy, integrity, and excellence to inspire hope and elevate financial well-being.

Matching Summary

Redwood Credit Union is seeking an Investment Representative focused on virtual channels to assess financial goals and provide personalized investment products.

Skills & Requirements

Must-have

  • Assess financial goals and objectives
  • Develop investment strategies
  • Proactive marketing and support
  • Maintain knowledge of investment products
  • Provide excellent member service
  • Virtual client meetings

Nice-to-have

  • Bilingual preferred
  • Inspire hope and elevate financial well-being
  • People-first approach
  • Culture of heart and empathy

Key Requirements

  • Requires licensing for transactions
  • Basic financial planning skills

Work Rights

Not specified

Tailored Resume

Cover Letter