Wealth Management Operations Intern

Company: Redwood Credit Union
Location: Napa
Posted on: April 2, 2026

Job Description:

Redwood Credit Union is seeking a Wealth Management Operations Intern in their Junior or Senior year in college . This position supports the Wealth Management team through project-based work. Key projects include building an internal resource page to centralize sales-practice tools and materials and streamlining our electronic wealth data by implementing a clear, intuitive structure. This internship provides hands-on exposure to the skills, systems, and knowledge used by successful financial advisors and provides an overview of how the wealth management industry functions. Internship Details This position is for a full-time, seasonal internship – 40 hours per week. This internship will begin on, June 8, 2026, and end on August 14, 2026 (end date can be modified based on fall college schedule). Ability to provide a recent transcript will be required during the interview process. This position is not eligible for benefits other than what’s required by law. Preferred Majors Business Administration/Management Finance Economics Requirements Interest in finance or becoming a Financial Advisor. Strong organizational and computer skills. Proficiency in Excel and Microsoft Access preferred. Strong quantitative and analytic skills. Detail-oriented. Strong verbal and written communication skills. Ability to take initiative and work independently. Ability to coordinate a variety of activities simultaneously and prioritize work to meet deadlines. Must be a Junior or Senior in college with a minimum of a 3.0 GPA. Compensation $23.00/hourly Applications will be accepted through April 12th. This posting will be removed and no longer accepting applications after this date. Responsibilities Foster positive relationships with other Redwood Credit Union team members. Maintain a high degree of accuracy and accountability in providing support to the Wealth Management Department. Ensure all required account documents are acquired, updated, and scanned to Members’ Investment account. Appropriately plan and organize daily work and projects, anticipating workload and foreseeing obstacles. Maintain confidentiality of correspondence, documents, discussions, meetings, and telephone calls. Follow up on outstanding requests to ensure timely processing of investment requests. Perform duties specific to reporting/marketing/operations as assigned. Physical Requirements Ability to stand, bend, stoop, sit, walk, twist, and turn. Ability to lift up to 15 pounds. Ability to use a computer keyboard and calculator. Work environment is indoors; majority of the time is spent sitting at a desk. 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 Intern for Redwood Credit Union? • 27th 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 2026" • Top Corporate Philanthropists (24) - San Francisco Business Times • 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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at [email protected] .

Keywords: Redwood Credit Union, Hayward , Wealth Management Operations Intern, Accounting, Auditing , Napa, California