Careers at Castle
Where People
Power Innovation.
No matter the role, the door is open to you at Castle Financial Group to create positive change and leave a lasting impact on the families we serve.
Careers at Castle
No matter the role, the door is open to you at Castle Financial Group to create positive change and leave a lasting impact on the families we serve.
At the Core
Our culture fuels curiosity, collaboration, and genuine care. Across our team, people push the boundaries of what wealth management can be — shaping the future of how families plan, protect, and prosper.
We invest in your growth as seriously as we invest for our clients. Fully sponsored MAS papers and IBF Level 1, weekly learning sessions, and mentorship from day one.
No lone wolves. We celebrate team wins, support each other through hard calls, and build a firm where everyone's contribution is felt and recognised.
We move fast, make decisions with conviction, and trust our people to run with the ball. Good ideas get acted on — not buried in committee.
Markets change. Clients evolve. The best advisors never stop learning — about finance, about people, and about the world their clients are navigating.
We measure success by client outcomes, not just effort. Clear goals, transparent feedback, and a performance culture that rewards what actually matters.
Do work you're proud of. Whether it's a client presentation, a financial plan, or a webinar — we hold ourselves to a standard that makes a real difference.
The Foundation
We believe that taking care of our people is how we take care of our clients. Below is how we show up for the people who show up for us every day.
Open Positions
We're growing — and looking for driven, people-focused individuals ready to make a genuine difference.
Build and manage a portfolio of clients across all life stages. Holistic wealth planning — investment, insurance, and retirement. Your client relationships are yours to own and grow. MAS papers and IBF Level 1 fully sponsored.
Identify, attract, and onboard talented individuals to join Castle Financial Group. You'll manage the full recruitment cycle — sourcing, interviewing, and building a team that reflects our values and ambition.
Students & Graduates
Real-world wealth management experience — with a potential full-time offer at the end. Open to undergraduates from any discipline.
Shadow our wealth managers, sit in on client meetings, assist with financial planning research, and build your practical understanding of investment, insurance, and retirement products. A genuine pathway to a full-time Wealth Manager role.
How to Join
Fill in the short form — tell us about yourself and which role you're interested in. Under 5 minutes.
A 20-minute call with our team to learn more about you and answer your questions about life at Castle.
A structured interview focused on values, potential, and fit — not just credentials. We hire for character.
Offer, onboarding, and your first day at Castle Financial Group. We take care of everything from here.
No matter the role, the door is open to you at Castle Financial Group. Whether you're a seasoned wealth manager or a fresh graduate — if you care about people and want your work to mean something, we want to hear from you.