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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.

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.

Portfolio Manager

The Portfolio Manager plays an integral part of our investment team and helps advisors focus on investment and financial planning strategies. This person effectively communicates strategies to team members, clients and prospects. 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!