Financial Planning Specialist

Altfest Personal Wealth Management; United States; On-site; USD 90,000 - 105,000; Full time

Benefits offered by this job

Fully Paid Medical Plan

Dental

Vision

Life and AD&D

Long-Term Disability

Short-Term Disability

401(k) with Traditional and Roth

Job summary

Altfest Personal Wealth Management is seeking a Financial Planning Specialist to join our advanced planning team to help Financial Advisors formulate and implement investment and financial planning advice. This role emphasizes career growth within our planning team.

Responsibilities include supporting advisors with technical planning, creating custom plans, reviewing portfolios, and growing into a niche expert.

Qualifications

• Financial Planning experience (fee-only is a plus)
• Passing the exam for (or already holding) a CFP, CFA, CPA, or FPQP designation, a strong plus
• Undergraduate degree in Finance or related areas
• Ability to value customer service as highly as financial returns
• Strong written and verbal communication skills
• Detail-oriented
• Self-starter, takes initiative
• Team player, collaborative, able to work with and through others
• Organized and able to set priorities
• Of the highest integrity
• Provides strong, personalized, and proactive care for clients
• Desire/ability to work successfully in a small company environment

Responsibilities

• Actively support advisors with technical financial planning tied to client’s objectives.
• Based on a client’s goals and circumstances, assist in the creation of custom financial plans.
• Assist in the review of a client’s current investments and objectives, create a picture of their current portfolio composition and, within the firm’s guidelines, help create a custom portfolio that the firm will manage.
• Grow into being a specialist and leader in a niche area of investments or financial planning. You may participate on one of the firm’s committees that cover a segment of the investment universe or a specific area of financial planning.

Skills

Financial planning experience

Client service orientation

Strong written and verbalcommunication

Detail-oriented

Self-starter

Team player

Organized

Integrity

Proactive client care

Desire to grow in small company

Education

Undergraduate degree in Finance or related field

Job description

Altfest Personal Wealth Management, a leading independent wealth management firm, is seeking a Financial Planning Specialist to join our advanced planning team to help Financial Advisors formulate and implement investment and financial planning advice. This role is designed with an emphasis on career growth within our financial planning team.

Responsibilities:

As a member of our advanced planning team, you will:

• Actively support advisors with technical financial planning tied to client’s objectives.
• Based on a client’s goals and circumstances, assist in the creation of custom financial plans.
• Assist in the review of a client’s current investments and objectives, create a picture of their current portfolio composition and, within the firm’s guidelines, help create a custom portfolio that the firm will manage.
• Grow into being a specialist and leader in a niche area of investments or financial planning. You may participate on one of the firm’s committees that cover a segment of the investment universe or a specific area of financial planning.

Qualifications:

• Financial Planning experience (fee-only is a plus)
• Passing the exam for (or already holding) a CFP, CFA, CPA, or FPQP designation, a strong plus
• Undergraduate degree in Finance or related areas
• Ability to value customer service as highly as financial returns
• Strong written and verbal communication skills
• Detail-oriented
• Self-starter, takes initiative
• Team player, collaborative, able to work with and through others
• Organized and able to set priorities
• Of the highest integrity
• Provides strong, personalized, and proactive care for clients
• Desire/ability to work successfully in a small company environment

Salary & Benefits:

Compensation Range: $90,000-$105,000 (excluding potential incentives). 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, Traditional and Roth 401(k).

Altfest Personal Wealth Management is 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, 2023, 2024, 2025, and 2026! Named by InvestmentNews as a Best Place to Work for Financial Advisors in 2024!