Senior Financial Advisor — Fee-Only, Hybrid, HNW Planning

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

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.