Senior Financial Advisor

4 weeks ago


New York, New York, United States Altfest Personal Wealth Management Full time

Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.

We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the client's best interest.

Key Responsibilities:

  • Develop and execute comprehensive financial plans for clients, incorporating investments, cash flow, tax, estates, risk management, and benefit plans.
  • Collaborate with clients to understand their financial goals and objectives, and provide tailored investment and financial planning strategies.
  • Review and analyze clients' current investments and financial situations, and provide recommendations for improvement.
  • Participate in business development initiatives, including cross-departmental collaboration and new business strategies.

Requirements:

  • 7+ years of experience in Wealth Management, with a proven track record of managing client relationships and a fee-only approach.
  • CFP certification.
  • Bachelor's degree from an accredited university.
  • Exceptional written and verbal communication skills, with the ability to simplify complex financial concepts for clients.
  • Detail-oriented and highly organized, with a self-starter mentality and a team player attitude.

Benefits:

Altfest Personal Wealth Management offers a competitive compensation package, including a base salary of $130,000-$150,000, plus potential incentives. The firm also provides a comprehensive benefits package, including fully paid medical, dental, and vision plans, life and AD&D insurance, long-term and short-term disability insurance, and a generous 401(k) match.

We are an equal opportunity employer and welcome applications from qualified candidates who share our commitment to providing exceptional client service and building a collaborative team environment.



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