Senior Financial Advisor

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

Benefits offered by this job

Medical coverage

Dental and vision coverage

Life insurance, disability insurance,

AD&D coverage

Flexible Spending Account (FSA)

401(k) matching program

Parental leave

Hybrid work flexibility

Professional development

Job summary

Altfest Personal Wealth Management in New York City seeks a seasoned Senior Financial Advisor to join a true fee-only fiduciary team. You will serve high-net-worth families, deliver sophisticated planning, and build long-term relationships with objective guidance across investments, estate, tax, and wealth transfer decisions.

With a strong planning-centric approach and a collaborative environment, you will coordinate across planning and investment specialists and mentor junior advisors.

Qualifications

• 10+ years of experience serving in a lead financial advisor role.
• Demonstrated success leading client relationships independently.
• Strong expertise in comprehensive financial planning.
• Excellent communication and relationship management skills.
• Bachelor's degree from an accredited institution.

Responsibilities

• Act 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.
• Serve as the central coordinator across all facets of a client's financial life.

Skills

Lead advisor responsibilities

Client relationship management

Wealth planning

Communication skills

Fiduciary advisory

Education

Bachelor's degree

Job description

Join One of New York's Premier Fee-Only Fiduciary Wealth Management Firms

Are you an experienced financial advisor who believes advice should come before sales?

Do you want to work with high-net-worth families, deliver sophisticated planning, and build meaningful long-term relationships within a true fee-only fiduciary firm?

At Altfest Personal Wealth Management, we have spent more than four decades helping clients navigate life's most important financial decisions through objective, comprehensive advice. As one of the nation's most respected independent RIAs, we are seeking a seasoned Senior Financial Advisor to join our growing team in New York City.

This is an opportunity to work with sophisticated clients, collaborate with some of the industry's most experienced professionals, and focus on what you do best: delivering exceptional advice and helping clients achieve better outcomes.

Unlike many advisory firms, success at Altfest is not defined by product sales or asset-gathering quotas. Our advisors are empowered to serve as true fiduciaries, providing objective guidance across every aspect of a client's financial life.

Why Senior Advisors Choose Altfest

• True fee-only fiduciary model with no commissions or product sales
• Established and growing client base with complex planning needs
• Deep planning-centric approach spanning investments, tax, estate, retirement, insurance, and legacy planning
• Collaborative team environment with dedicated planning and investment support
• Opportunity to work with multigenerational high-net-worth families
• Strong culture of intellectual curiosity, mentorship, and professional development
• Hybrid work environment (2 days in-office, 3 days remote)
• Long-term career growth and leadership opportunities within an independent firm

What You'll Do

Serve as the Lead Advisor

• Act as the primary advisor and trusted partner 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, life transitions, and wealth transfer events
• Serve as the central coordinator across all facets of a client's financial life

Deliver Sophisticated Financial Planning

• Design and oversee comprehensive wealth management strategies, including:
• Tax planning
• Estate and legacy planning
• Risk management and insurance analysis
• Executive compensation and concentrated stock planning
• Cash flow and wealth transfer strategies
• Translate complex financial concepts into practical, actionable recommendations
• Identify planning opportunities that create measurable value for clients and their families

Partner with Investment and Planning Specialists

• Collaborate closely with our investment team to implement customized portfolio solutions
• Work alongside planning professionals to deliver highly coordinated advice
• Help clients stay disciplined during periods of market volatility and uncertainty
• Continually elevate the client experience through proactive advice and thoughtful service

What We're Looking For

Required Qualifications

• 10+ years of experience serving in a lead financial advisor role
• Demonstrated success leading client relationships independently
• Strong expertise in comprehensive financial planning
• Excellent communication and relationship management skills
• Bachelor's degree from an accredited institution

Preferred Qualifications

• Experience within a fee-only RIA or fiduciary advisory firm
• Advanced knowledge of tax-efficient wealth management and estate planning concepts
• Track record of advising affluent or ultra-high-net-worth clients
• Desire to mentor junior advisors and contribute to firm growth

Base Salary range: $165,000 - $200,000, plus incentive compensation, based on 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.

• 100% employer-paid medical coverage with no in-network deductibles or copays
• Dental and vision coverage
• Life insurance, disability insurance, and AD&D coverage
• Flexible Spending Account (FSA)
• Generous 401(k) matching program with Traditional and Roth options
• Fully paid parental leave
• Hybrid work flexibility
• Support for ongoing professional development and continuing education

This Role Is Ideal For Advisors Who...

• Want to focus on planning and service rather than sales
• Enjoy solving complex planning challenges for affluent families
• Value a collaborative and intellectually engaging environment
• Are looking for a long-term home with leadership potential
• Believe the best advisory work happens when client interests come first

Why Altfest?

Altfest combines the resources, sophistication, and reputation of a nationally recognized wealth management firm with the culture, accessibility, and collaboration of a boutique practice.

For over 40 years, we have remained committed to providing objective advice while fostering a workplace where talented professionals can build rewarding, long-term careers.

Recognition

• Crain's New York Business Best Places to Work (2020, 2022, 2023, 2024, 2025, 2026)
• InvestmentNews Best Places to Work for Financial Advisors (2024, 2025)

If you're an experienced advisor seeking a firm where planning excellence, fiduciary advice, and long-term client relationships are truly valued, we'd welcome the opportunity to speak with you.