Senior Financial Advisor

Altfest Personal Wealth Management; New York (NY); Hybrid; USD 131,000 - 160,000; Full time

Benefits offered by this job

Fully paid medical coverage

Dental and vision insurance

Life insurance, AD&D, and disability

401(k) match

Parental leave

Hybrid work schedule

Job summary

Altfest Personal Wealth Management in New York City seeks an experienced Senior Financial Advisor to lead deep client relationships and deliver holistic planning.

You will partner with the investment team to craft comprehensive strategies for high-net-worth clients, including tax, estate, and wealth-transfer planning, while guiding investment decisions with fiduciary integrity.

Qualifications

• 7+ years of wealth management or financial planning experience preferred.

Responsibilities

• Lead deep client relationships as the lead advisor for high-net-worth clients and families.

Skills

Wealth management experience

CFP designation

Lead client relationships

Holistic financial planning

Interpersonal skills

Organized and detail-oriented

Fiduciary advisory mindset

Education

Bachelor’s degree

Job description

Are you looking for a financial advisory role where advice truly comes first?

Do you want to work with sophisticated clients, deliver comprehensive planning, and build long‑term relationships in a collaborative, fee‑only fiduciary environment?

Altfest Personal Wealth Management — one of New York’s most respected independent wealth‑management firms — is seeking an experienced Senior Financial Advisor to join our growing team in New York City.

For more than 40 years, Altfest has been a leader in objective, client‑first financial advice. As a nationally recognized independent RIA, we provide comprehensive wealth management to high‑net‑worth individuals and families while fostering a culture centered on intellectual curiosity, collaboration, and professional growth.

This is an opportunity for an experienced advisor who wants to focus on delivering exceptional advice — not product sales or asset gathering quotas.

We operate on a hybrid schedule (2 days in‑office / 3 days remote), offering flexibility while maintaining meaningful collaboration and mentorship across the team.

What You’ll Do

Lead Deep Client Relationships

• Serve as the lead advisor and trusted partner for high‑net‑worth clients and families
• Build long‑term relationships grounded in trust, responsiveness, and thoughtful guidance
• Act as the quarterback across all aspects of clients’ financial lives

Deliver Sophisticated Financial Planning

• Develop and oversee comprehensive financial strategies spanning:
• Tax planning
• Estate and legacy planning
• Cash flow and wealth transfer strategies
• Translate complex financial concepts into clear, actionable recommendations

Provide Investment Guidance

• Partner with the investment team to deliver customized portfolio strategies aligned with client goals and firm philosophy
• Guide clients through market events and evolving financial circumstances with confidence and clarity

Qualifications

• 7+ years of wealth management or financial planning experience preferred
• CFP® designation strongly preferred (or actively pursuing)
• Experience leading client relationships independently
• Strong expertise in holistic financial planning
• Exceptional interpersonal and communication skills
• Highly organized, proactive, and detail‑oriented
• Collaborative mindset with a strong commitment to fiduciary advice
• Bachelor’s degree from an accredited institution
• Base salary starting at $145,000 plus incentive compensation, commensurate with experience
• Fully paid medical coverage (no in‑network copays or deductibles)
• Dental and vision insurance
• Life insurance, AD&D, and disability coverage
• Flexible Spending Account (FSA)
• Generous 401(k) match with Traditional and Roth options
• Fully paid parental leave
• Hybrid work flexibility (2 days office / 3 days remote)

This Role May Be a Great Fit If You:

• Want to work in a true fee‑only fiduciary environment where advice is fully aligned with client interests
• Thrive on solving complex financial planning challenges
• Prefer collaboration and long‑term client impact over sales‑driven culture
• Are seeking a long‑term career path with opportunities for leadership and continued professional development
• Value working alongside highly experienced, intellectually curious professionals

Why Altfest?

Altfest combines the reputation and resources of an established national firm with the culture and collaboration of a boutique advisory practice. Advisors here are empowered to do their best work while continuously developing their expertise and careers.

We are proud to be recognized as:

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

Altfest Personal Wealth Management is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, veteran status, or any other protected status under applicable law.