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.
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.