Careers at Redwood Financial Network
At Redwood Financial Network, our work centers on helping individuals and families bring greater clarity and organization to their financial lives as they approach retirement.
We are a team-oriented firm that values consistency, clear communication, and a high level of care in every client interaction. Each role within our firm contributes to creating an experience where clients feel supported, informed, and confident in their decisions.
If you take pride in being organized, following through on details, and contributing to a professional environment, we invite you to explore opportunities with our team.
What It Is Like to Work With Us
Our environment is built on collaboration, accountability, and a commitment to doing things well.
We believe that a well-run team leads to a better experience for both clients and team members.
You can expect:
- A team-based environment with clearly defined responsibilities
- A consistent approach to client service and communication
- A professional setting focused on preparation and follow-through
- Opportunities to contribute to meaningful client relationships
Our goal is to build long-term relationships not only with clients, but also with the individuals who join our team.
Open Positions
Client Service Associate (CSA)
Supports client communication, coordination, and internal processes to ensure a consistent, organized client experience.
Client Relationship Manager (CRM)
Works closely with clients and advisors to maintain ongoing relationships, follow through on planning activities, and keep communication well-coordinated.
Financial Advisor
Works directly with clients to provide planning guidance, develop strategies, and support long-term financial decision-making.
Intern
Provides support across client service and operations while gaining exposure to how a financial planning firm operates.
Application Process
Our application process is designed to help us better understand your background, communication style, and attention to detail.
Applicants will be asked to:
- Complete an application form
- Upload a resume
- Provide a short video introduction for certain roles
We review each application carefully and will reach out if there is a potential fit.
