Client Relationship Manager / Financial Planner (West Palm Beach)
Full-time
Castle Wealth Management
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
Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Client Relationship Manager / Financial Planner (West Palm Beach) in West Palm Beach, FL vacancy
$115.44k - $173.16k
...Work Location: West Palm Beach Florida United States of America... ...Job Description: The Financial Advisor Manager (FAM) is responsible for... ...for creating a positive relationship with Partners and driving... ...and partners acquire new clients and deepen business with...SuggestedFull timeLocal areaWork from homeFlexible hoursTD Bank
West Palm Beach, FL14 days ago- ...Bring a steady, organized approach to work that keeps clients informed and the local team moving. As a Client Services Coordinator... ...first contact onward. The work is full-time and on-site in West Palm Beach, with a local team that values professionalism, clear...SuggestedFull timeFor contractorsLocal area
The Dorne Region
West Palm Beach, FL9 hours ago - ...Overview A rapidly growing alternative asset manager is seeking an Assistant Controller to... ...its Finance and Operations team in West Palm Beach, FL . The firm manages over $1 billion... ...in fund accounting, valuation support, financial reporting, audit coordination, tax...SuggestedFull time
Selby Jennings
West Palm Beach, FL9 hours ago - ...: ScriptfulRX Location: West Palm Beach, FL Employment Type: Full... ...how care is delivered, managed, and experienced. Across our... ...prescription volume and payer relationships grow, ScriptfulRx needs... ...Director of Finance to own financial planning, analysis, and reporting...SuggestedPermanent employmentFull timeContract workWork at officeRelocation
The Wellness Group
West Palm Beach, FL9 hours ago $100k - $120k
Assistant Financial Controller ( Full- Time ) West Palm Beach, FL (Onsite) - DK West Palm Beach, FL Key Responsibilities Lead financial planning, forecasting... ...and prepare Work-in-Progress (WIP) reports. Manage cash flow forecasting and financial reporting. Support...SuggestedFull timeRelocation package$70k
...Atrium is seeking on behalf of our client a Staff Accountant based in West Palm Beach . A background check may be run only after a conditional... ...Excel strongly and will play a key role in managing the company’s financial operations, ensuring accuracy and compliance...Full timeLocal areaShift workAtrium
West Palm Beach, FL9 hours ago- ...Our client, a well known real estate firm is seeking an AP/AR... ...Key Responsibilities: Manage day-to-day AP and AR functions... ...ensure accurate and timely financial records Utilize Ariba for... ...~ Must be able to work onsite in West Palm Beach 4 days per week...Contract workPart time
Mission Staffing
West Palm Beach, FL9 hours ago - Universal Banker/Sr. Financial Specialist-West Palm Beach/Dixie Hwy Branch #7277 West Palm Beach, Florida, United... ...Line and Platform, focuses on 100% client satisfaction while maintaining... ...Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in...Work at officeRelocation packageShift workNight shift
$95k - $105k
...Field Claims Supervisor - (West Palm Beach) Salary Range $95,000.00 - $105,000.00 Salary/year... ...and state regulations. Monitor and manage claim metrics including cycle time, severity... ...and hire these candidates without financial obligation to recruiters or agencies....Full timeTemporary workCurrently hiringWork at officeImmediate startRemote workVisa sponsorshipShift work- ...Firm Opportunity Location - West Palm Beach, Florida (Hybrid) About... ...technical skills, project management capability, and the ability... ...Commitment to high-quality client service Qualifications... ...of the employment relationship regardless of race, color,...Full timeLocal area
Elevate
West Palm Beach, FL9 hours ago $70k
Atrium is seeking a Staff Accountant based in West Palm Beach for a full-time role with a $70,000 compensation. The... ...Excel proficiency, GAAP compliance, and accurate financial reporting, including general ledger management and month-end close. You will collaborate with...Full time$85k - $115k
A top private investment firm is seeking a Senior Accountant in West Palm Beach, FL. You will perform bank reconciliations, manage full-cycle accounting, and assist in a significant software transition from NetSuite to QuickBooks. The ideal candidate has strong experience...$75k - $100k
...- Growing Energy & Infrastructure Organization in West Palm Beach, FL (hybrid 2 days onsite) Our client, a well-established growth-oriented energy and infrastructure... ...Beach, FL. This role offers broad exposure across financial reporting, forecasting, budgeting, and business...- ...manufacturing subledgers, and providing financial analysis to business leadership. This... ...manufacturing performance, inventory management, and cost improvement opportunities. Prepare... ...OF ROLE Belle Glade, FL (Hybrid) West Palm Beach, FL We are an equal opportunity...Work experience placementLocal areaFlexible hours
- ...Originator/Salesperson) in the Downtown West Palm Beach area. As the Vice President,... ...owner and our internal teams, you will manage your client from first impression and offer through... ...process • Cultivate and maintain relationships with property owners • Achieve...Full timeWork at office
Starts Align
West Palm Beach, FL9 hours ago - Kimley-Horn is seeking an Accounting Systems Specialist for our West Palm Beach office. The role supports the corporate Processing team, collaborating with regional and national accounting teams to monitor and maintain business applications, including Deltek Costpoint and...Work at office
$65k - $125k
...Entry-Level Account Manager | $65,000–$125,000 | West Palm Beach, FL Full Training Provided | Career Growth |... .... You’ll work directly with clients, helping them understand available... ...while developing strong, long-term relationships. What you’ll be doing...Full timeecruit
West Palm Beach, FL9 hours ago- Join Our Team as a Front Desk Manager OEM! At Aimbridge Hospitality, we’re all about creating... ...Located less than 5 minutes’ drive from Palm Beach International Airport, this hotel offers... ...rooms at the Embassy Suites by Hilton West Palm Beach Central. Rooms are also equipped...Full timeTemporary work
- ...firm that has evolved into a global asset manager with a successful track record of... ...self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and... ...understanding of all arrangements that impact the financial reporting for the investments and the...Full timeTemporary workInterim roleImmediate startFlexible hours
SROA Capital
West Palm Beach, FL9 hours ago - ...We are partnering with a commercial bank seeking a Senior Relationship Manager to originate and manage commercial real estate loans. The... ...established book of business and strong relationships in the West Palm Beach market. Key Responsibilities Source and develop new...Full time
HW3
West Palm Beach, FL9 hours ago - ## Account Manager, Neurosurgery - West Palm Beach, FLApply: West Palm Beach, FL: Full time: Posted Yesterday... ...through strategic planning, relationship building, new account targeting, extensive... ...to ensure that regional/corporate financial goals are met.* Develop new...Full time
- ...Clinical Account Executive, Oncology - West Palm Beach, FL *This role is field-based and... ...areas.* Reporting to the Senior District Manager, the Clinical Account Executive (CAE)... ...and local customer needs. Build trusted relationships with hematologists, oncologists, nurses...Local area
- ...Integra LifeSciences seeks an Account Manager to drive neurosurgery product sales within a defined West Palm Beach territory. The role involves achieving revenue targets through strategic relationship building, extensive operating room presence, and cross-functional collaboration...
Integra LifeSciences
West Palm Beach, FL9 days ago - ...Experience Required Onsite – Palm Beach Gardens, FL ABOUT US:... ...and strategic insight to help clients reduce risk, strengthen performance... ...accounting operations, financial reporting, and close processes... ...KEY RESPONSIBILITIES: Manage general ledger activities, including...Full time
Specialized
West Palm Beach, FL9 hours ago $150k
...My client is an established Home Health and Home Care organisation... ...book of business in Palm Beach County, particularly within... ...County Build and develop relationships with Assisted Living Facilities... ...maintaining existing accounts Manage your territory with autonomy...Full timeDomus Search
West Palm Beach, FL9 hours ago$139.7k - $232.9k
...the acquisition of new clients from internal and... ...comprehensive wealth management strategy for individuals... ...:Leads the client relationship team and has overall... ...assess client's current financial situation, goals and... ...compensation.Location:Palm Beach, Florida, United States...Full timeTemporary workWork experience placementM&T Bank
Palm Beach, FL2 days ago- ...Position Overview Our client, a growing publicly traded technology company operating... ...Controller to lead its corporate accounting and financial reporting organization. The... ...A, integrating acquired businesses, and managing accounting across multiple entities is highly...Full time
SOAProjects, Inc.
West Palm Beach, FL9 hours ago $140k
...Cost / Project Accountant West Palm | Onsite A growing construction management firm is seeking a Cost / Project Accountant to join its West Palm Beach office. This is a hands-on role and... ...tracking, forecasting, billing, and financial reporting Prepare owner...Full timeWork at officeLocal areaImmediate startDaley And Associates, LLC
West Palm Beach, FL3 days ago- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses... .... As client needs evolve, this close relationship allows the team to offer complementary...
Goldman Sachs
West Palm Beach, FL2 days ago - ...with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their... ...regions, and building meaningful relationships with your clients. Working in a culture... ..., endowments, foundations, financial advisors and individuals.Role will...
Goldman Sachs
West Palm Beach, FL3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Manager / Financial Planner (West Palm Beach). Be the first to apply!
Related searches
- client experience manager West Palm Beach, FL
- client services coordinator West Palm Beach, FL
- client executive West Palm Beach, FL
- client service manager West Palm Beach, FL
- client engagement manager West Palm Beach, FL
- client manager West Palm Beach, FL
- engagement director West Palm Beach, FL
- engagement manager West Palm Beach, FL
- client relationship manager West Palm Beach, FL
- client services supervisor West Palm Beach, FL