HNW Wealth Client Advisor & Financial Planner

Castle Wealth Management; West Palm Beach (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

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.

Responsibilities

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

Skills

Communication skills

Presentation skills

Client relationship management

Education

FINRA Series 65 (or equivalent)

3-5 years of financial planning experience

Tools

Advyzon

Charles Schwab advisor center

Job description

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.