Wealth Management Operations Intern

Redwood Credit Union • Santa Rosa, CA

7h • $23

About The Position

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 folder structure. This internship provides hands-on exposure to the skills, systems, and knowledge used by successful financial advisors.
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.

Nice To Haves

• Proficiency in Excel and Microsoft Access preferred.
• Business Administration/Management
• Finance
• Economics

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed
• Number of Employees: 11-50 employees