Client Relationship Manager / Financial Planner

Castle Wealth Management; West Palm Beach (FL); Sur place; USD 70 000 - 90 000; Plein temps

Résumé du poste

Castle Wealth Management in West Palm Beach, FL, is seeking a full-time Client Relationship Manager/Financial Planner. In this role, you will work closely with high-net-worth clients to deliver excellent financial planning and investment management services.

The ideal candidate will have 3-5 years of experience in financial planning, strong communication skills, and a FINRA Series 65 license. The position emphasizes high-quality client service and business development.

Qualifications

• Strong communication and presentation skills.
• 3-5 years of financial planning experience with high-net-worth clients.
• FINRA Series 65 (or equivalent) required.

Responsabilités

• Work closely with high-net-worth clients in financial planning.
• Provide high-quality client service.
• Focus on business development.

Connaissances

Communication skills

Presentation skills

Client relationship management

Formation

FINRA Series 65 (or equivalent)

3-5 years of financial planning experience

Outils

Advyzon

Charles Schwab advisor center

Description du poste

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
• Strong communication and presentation skills
• Familiarity with Advyzon and Charles Schwab advisor center a plus