Financial Advisor

Altfest Personal Wealth Management; New York (NY); On-site; USD 130,000 - 135,000; Full time

Benefits offered by this job

Fully Paid Medical Plan

Dental

Vision

Life and AD&D

Long-Term Disability

Short-Term Disability

FSA

401(k) match

Traditional and Roth 401(k)

Job summary

Altfest Personal Wealth Management, an independent wealth advisory firm based in NYC, seeks a Financial Advisor to deliver comprehensive investment and financial planning guidance and manage established client relationships. The role emphasizes a fee-only approach and client-first service.

Responsibilities include driving financial planning strategies, portfolio management, and reviewing client investments to craft tailored portfolios within firm guidelines.

Qualifications

• 5+ years of experience in Wealth Management.
• CFP certification preferred.
• Bachelor's degree from an accredited university.
• Strong written and verbal communication skills.
• Detail-oriented and client-focused.

Responsibilities

• Serve as the first point of contact for a number of the firm's clients.
• Drive clients' financial planning strategies and portfolio management with a comprehensive approach including investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client's current investments and objectives and provide a custom portfolio within the firm's guidelines.
• Opportunity to specialize in a technical area including investments, financial planning, and business development.

Skills

Client relationships

Financial planning

Communication skills

Self-starter

Education

Bachelor's degree from an accredited university

CFP certification

Job description

Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships. We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the client's best interest.

About the Role

Serve as the first point of contact for a number of the firm's clients. Drive clients' financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a client's current investments and objectives and provide a custom portfolio within the firm's guidelines. Opportunity to specialize in a technical area including but not limited to:

• Investments: participate on the firm's investment committee and cover a segment of the investment universe.
• Financial Planning: option to specialize in one area of financial planning serving as the firm's internal subject matter expert.
• Business Development: Work cross-departmentally to drive business strategies.

Responsibilities

• Serve as the first point of contact for a number of the firm's clients.
• Drive clients' financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client's current investments and objectives and provide a custom portfolio within the firm's guidelines.
• Opportunity to specialize in a technical area including but not limited to:
• Investments: participate on the firm's investment committee and cover a segment of the investment universe.
• Financial Planning: option to specialize in one area of financial planning serving as the firm's internal subject matter expert.
• Business Development: Work cross-departmentally to drive business strategies.

Qualifications

• 5+ years of experience in Wealth Management with a demonstrated ability to manage client relationships, fee-only is a plus!
• CFP
• Bachelors’ degree from an accredited university
• Passion for fee-only Financial Planning and Wealth Management
• Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience
• Detail-oriented and highly organized
• Self-starter with an entrepreneurial mindset
• Team player and collaborative
• Of the highest integrity
• Maintain a client-first mentality

Required Skills

Altfest Personal Wealth Management requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine.

Pay range and compensation package

Compensation Range: $130,000- $135,000 base (excluding potential incentives) commensurate with experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.

Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k).

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future. Crains New York Business ranked Altfest Personal Wealth Management as a Best Place to Work in NYC in 2020, 2022 and 2023. Named by InvestmentNews as a best place to work for Financial Advisors in 2024!