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ACCOUNTANT - PERSONAL FINANCIAL ADVISOR

Employer: Altfest Personal Wealth Management
Location: New York City, New York
Salary: Competitive Salary + Incentive bonus based on experience/industry standards, plus generous benefits
Closing date: Jun 26, 2021

Job Role: Financial Planner
Employment Type: Full Time
Level: Experienced
Experience Level: Career Changer
CFP® Certification: Not necessary

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Job Details
Company

Job Details

ACCOUNTANT/PERSONAL FINANCIAL ADVISOR

Thinking about Making the Switch from Accounting to Personal Financial Planning?

Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking two professionals to broaden its team.

One individual has completed a few years of accounting work and wants to parlay experience in taxes, auditing or corporate finance into a career pivot to challenging, non-sales personal financial planning.

The other individual is a seasoned financial accounting professional, possibly someone who is contemplating early retirement from their current position or who wants to start a new chapter in their career.

As a Personal Financial Advisor at Altfest, you will work closely with clients to assist in the stewardship of their assets.

You will focus on such areas as retirement planning, cash flow planning, taxation, insurance, estate planning and perhaps investments.

Your own accounting experience can give you a strong advantage and our extensive training program can make your transition shorter.

The individuals selected for this opportunity will have an accomplished educational background, be dedicated to client service, and demonstrate the highest ethical and professional standards.

Qualifications

· An attractive educational background. CPA designation a plus

· A strong desire to focus on wealth management as a career

· Good verbal communication skills

· Detail-oriented, self-starter, able to take initiative

· Team contributor, collaborative, able to work effectively with others

· Accurate, organized, able to set priorities

· Maintains a “client-first attitude”

· Desire and ability to work successfully in a 40-person company environment

Salary & Benefits

Compensation includes attractive salary + bonus and industry-leading, generous employee benefits.

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, Generous Profit Sharing Plan, Traditional and Roth 401(k), tuition reimbursement to a Financial Planning Program and Exam Fee, renewal of CFP and CFA designations, Up to $400 for gym reimbursement, Membership to NAPFA

For consideration, please email your resume and a cover letter to: hgoldin@altfest.com

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.

Company

Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory. Altfest Personal Wealth Management is dedicated to putting clients’ interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients. We utilize internal experts that specialize in a variety of technical areas and client segments, and are dedicated to providing a personal, warm, caring atmosphere and a high level of service for clients. We are committed to introducing innovative methods to the profession that increase the value we provide to clients. Altfest Personal Wealth Management has again been named one of AdvisoryHQ’s “Top Rated Financial Advisors in New York City” in 2019. Additionally, the firm was named in The Financial Times “FT300” – a listing of the nation’s top 300 Retirement Investment Advisors for 2017. The firm is proud to be honored by @InvestmentNews as one of the “75 Best Places to Work for Financial Advisers” nationwide in 2019. #INbestplaces #financialadvice #bestplacestowork Lewis Altfest, Ph.D., CFA, CFP® founded the firm after leaving Lord Abbett & Co, a large mutual fund company with over 100 billion in assets under management, where he was a Partner and Director of Research. Lew has been named to Barron’s “Top 100 Independent Advisors” as well as Barron’s state-by-state listing of “America’s Top 1,200 Financial Advisors” as #51, among many other acknowledgements. Karen C Altfest, Ph.D., CFP® joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm’s marketing activities and has made a profound impact by dedicating herself to the empowerment of women. In 2019 Forbes named Karen as one of the nation’s “Top 250 Women Wealth Advisors”, placing her in the top 10%. Karen was included in this list in 2017 and 2018, as well as Forbes‘ list of “Best-In-State Wealth Advisors”. Andrew Altfest, MBA, CFP® joined the firm in 2003 and has consistently driven financial planning strategies for the firm. He is an active member of the firm’s Investment Committee and the Portfolio Action Group. He was recently named a “Best-In-State Wealth Advisor” in New York City by Forbes in their 2018 and 2019 rankings and has been named among InvestmentNews’ 2018 list of “40 Under 40” in the Financial Advisory industry. Andrew was honored in Forbes’ inaugural listing of “America’s Top Next-Generation Wealth Advisors” in 2017, ranking in the top 15%. Andrew was also honored by being included in Financial Advisor Magazine’s “Due Diligence/Research Manager All-Star Team” in 2012 and 2013. 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. Altfest Personal Wealth Management is an Equal Opportunity Employer.

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