Financial Planning Specialist

1 week ago


Miami, United States Altfest Personal Wealth Management Full time
Financial Planning Specialist

Altfest Personal Wealth Management, a leading independent wealth management firm, is seeking a highly skilled Financial Planning Specialist to join our advanced planning team. This role is designed to provide a challenging and rewarding career path within our financial planning team.

Key Responsibilities:
  • Support financial advisors in formulating and implementing investment and financial planning advice.
  • Assist in creating custom financial plans based on clients' goals and circumstances.
  • Review clients' current investments and objectives, and help create a custom portfolio within the firm's guidelines.
  • Develop expertise in a niche area of investments or financial planning and contribute to the firm's growth.
Requirements:
  • Financial planning experience, preferably in a fee-only environment.
  • Hold a CFP, CFA, CPA, or FPQP designation or be willing to obtain one.
  • Undergraduate degree in Finance or a related field.
  • Excellent communication and interpersonal skills.
  • Ability to work in a team environment and prioritize tasks effectively.
  • High integrity and a strong commitment to customer service.
Benefits:
  • Competitive salary range: $80,000-$105,000.
  • Generous benefits package, including fully paid medical plan, dental, vision, life insurance, and 401(k) matching.
  • Opportunities for career growth and professional development.
About Us:

Altfest Personal Wealth Management is a family-owned firm with a strong commitment to our employees and clients. We value a collaborative and analytical work environment and offer a range of benefits and opportunities for growth.



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