Client Relationship Manager / Financial Planner

Company Description Castle Wealth Management (CWM) is a Registered Investment Advisory firm founded in 1997, providing customized wealth management and financial planning services. The firm serves high-net-worth families, individuals, businesses, trusts, and charitable entities with tailored strategies. CWM is overseen by Managing Member Christina Worley, a seasoned professional holding CPA/PFS, CFP®, and CFA designations. With $450 million of assets under management, the team focuses on personalized service and current, in-depth financial expertise to address each client’s unique needs and circumstances.

Role Description This is a full-time, on-site Client Relationship Manager/Financial Planner role based in Boynton Beach, FL. Within a team environment, the relationship manager works closely with HNW clients in all facets of financial planning and investment management. High-quality client service is the primary priority of the position along with business development.

Qualifications

· FINRA Series 65 (or equivalent) required

· 3-5 years of financial planning experience with HNW clients

· CFP® designation preferred

· Strong communication and presentation skills

· Familiarity with Advyzon and Charles Schwab advisor center a plus