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Careers

Our core purpose is to build happier and more prosperous lives. We believe a healthy work/life balance is essential – happy team members provide the best possible service to our clients.

Senior Wealth Advisor

We are looking for a proven leader who works well in a team and fast-paced environment, and also committed to providing superior client service. The Senior Wealth Advisor leads a three-person client service team that advises clients on wealth and financial planning strategies.

How to Apply

Interested applicants should send their resumes with a cover letter to Kendall@castlepointadvisors.com. We will contact you if we believe your qualifications meet our needs. Thank you!

Advisor

The Advisor plays an integral part of a three-person client service team that advises clients on wealth and financial planning strategies. This person is an excellent communicator with a proven track record of success with clients. We are looking for someone who works well in a team and fast-paced environment who is committed to providing superior client service.

How to Apply

Interested applicants should send their resumes with a cover letter to Drew@castlepointadvisors.com. We will contact you if we believe your qualifications meet our needs. Thank you!