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.
