Client Relationship Manager / Financial Planner
Posted Oct 6, 2026 · 5h ago
- Location
- The Acreage, Florida, United States
- Category
- Finance
- Listing language
- English
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Job Description 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 f…
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