Wealth Advisor (Fee-Only) — Client-Centric Planning & Portfolios

Altfest Personal Wealth Management; New York (NY); On-site; USD 130,000 - 135,000; Full time

Benefits offered by this job

Fully Paid Medical Plan

Dental

Vision

Life and AD&D

Long-Term Disability

Short-Term Disability

FSA

401(k) match

Traditional and Roth 401(k)

Job summary

Altfest Personal Wealth Management, an independent wealth advisory firm based in NYC, seeks a Financial Advisor to deliver comprehensive investment and financial planning guidance and manage established client relationships. The role emphasizes a fee-only approach and client-first service.

Responsibilities include driving financial planning strategies, portfolio management, and reviewing client investments to craft tailored portfolios within firm guidelines.

Qualifications

• 5+ years of experience in Wealth Management.
• CFP certification preferred.
• Bachelor's degree from an accredited university.
• Strong written and verbal communication skills.
• Detail-oriented and client-focused.

Responsibilities

• Serve as the first point of contact for a number of the firm's clients.
• Drive clients' financial planning strategies and portfolio management with a comprehensive approach including investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client's current investments and objectives and provide a custom portfolio within the firm's guidelines.
• Opportunity to specialize in a technical area including investments, financial planning, and business development.

Skills

Client relationships

Financial planning

Communication skills

Self-starter

Education

Bachelor's degree from an accredited university

CFP certification

Job description

Altfest Personal Wealth Management, an independent wealth advisory firm based in NYC, seeks a Financial Advisor to deliver comprehensive investment and financial planning guidance and manage established client relationships. The role emphasizes a fee-only approach and client-first service.

Responsibilities include driving financial planning strategies, portfolio management, and reviewing client investments to craft tailored portfolios within firm guidelines.