Careers at Redwood Financial Network
At Redwood Financial Network, we help 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 in our firm helps create 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) at Solon, Ohio location
This role plays an important part in ensuring that clients experience thoughtful, well-organized service throughout their relationship with our firm.
Intern
Provides support across client service and operations while gaining exposure to how a financial planning firm operates.
Application Process
Our application process helps 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.