HNW Wealth Client Advisor & Financial Planner
Castle Wealth Management
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. #J-18808-Ljbffr
Vacancy posted 14 hours ago
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