Financial Planning Specialist — Growth & Leadership Path

Altfest Personal Wealth Management

United States

On-site

USD 90,000 - 105,000

Full time

14 days+

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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.