Lead Senior Financial Advisor – Fee-Only, Hybrid NYC

Altfest Personal Wealth Management; New York (NY); Hybrid; USD 165,000 - 200,000; Full time

Benefits offered by this job

Medical coverage

Dental & vision

Life & disability insurance

FSA

401(k) match

Parental leave

Hybrid work

Professional development

Job summary

Altfest Personal Wealth Management in New York City seeks a seasoned Senior Financial Advisor to serve high-net-worth families within a true fee-only fiduciary firm.

This role emphasizes planning over sales, collaboration with investment and planning specialists, and a hybrid work model (2 days in-office, 3 days remote). Base salary $165k-$200k with incentive, comprehensive benefits, and opportunities for leadership.

Qualifications

• 10+ years in a lead financial advisor role.
• Demonstrated success managing client relationships independently.
• Strong expertise in comprehensive financial planning and fiduciary advising.

Responsibilities

• Serve as the Lead Advisor for high-net-worth individuals and families.
• Develop deep, multigenerational relationships built on trust and long‑term planning.
• Guide clients through major financial decisions, market cycles, and wealth transfer events.
• Coordinate across all facets of a client's financial life with investment and planning specialists.

Skills

Lead advisor experience

Client relationship management

Comprehensive financial planning

Excellent communication

Education

Bachelor's degree

Job description

Altfest Personal Wealth Management in New York City seeks a seasoned Senior Financial Advisor to serve high-net-worth families within a true fee-only fiduciary firm.

This role emphasizes planning over sales, collaboration with investment and planning specialists, and a hybrid work model (2 days in-office, 3 days remote). Base salary $165k-$200k with incentive, comprehensive benefits, and opportunities for leadership.