Senior Financial Advisor

1 day ago

New York, New York, United States Altfest Personal Wealth Management Full time
Job Title: Senior Financial Advisor

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 prioritize our clients' best interests, adopting a fee-only approach that replaces commissions with a client-centric focus.

Key Responsibilities:
  • Act as the primary point of contact for a number of the firm's clients.
  • Develop and execute clients' financial planning strategies and portfolio management, incorporating investments, cash flow, tax, estates, risk management, and benefit plans.
  • Review clients' current investments and objectives, providing a tailored portfolio within the firm's guidelines.
  • Opportunities to specialize in technical areas, including:
  • Investments: participate in the firm's investment committee and cover a segment of the investment universe.
  • Financial Planning: option to specialize in one area of financial planning, serving as the firm's internal subject matter expert.
  • Business Development: collaborate cross-departmentally to drive business strategies.
Requirements:
  • 7+ years of experience in Wealth Management, with a demonstrated ability to manage client relationships, with fee-only experience being a plus.
  • CFP certification.
  • Bachelor's degree from an accredited university.
  • Passion for fee-only Financial Planning and Wealth Management.
  • Exceptional written and verbal communication skills, including the ability to simplify complex financial concepts for less experienced audiences.
  • Detail-oriented and highly organized.
  • Self-starter with an entrepreneurial mindset.
  • Team player and collaborative.
  • Of the highest integrity.
  • Maintain a 'client-first' mentality.
Compensation & Benefits:

Competitive compensation range: $130,000-$150,000 base (excluding potential incentives), commensurate with experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.

Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA, and Generous 401(k) match and Traditional and Roth 401(k).

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.

The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking, and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future. Crains New York Business ranked Altfest Personal Wealth Management as a Best Place to Work in NYC in 2020, 2022, 2023, and 2024. Named by InvestmentNews as a best place to work for Financial Advisors in 2024.

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