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Financial Advisor

Employer
Altfest Personal Wealth Management
Location
New York City, New York
Salary
100,000-125,000
Closing date
Feb 15, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
10 or more years
CFP® Certification
Required

Job Details

Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a Financial Advisor to help 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.

Responsibilities:

  • Serve as the first point of contact for a number of the team’s clients.
  • Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of 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 but not limited to:
  • Investments: participate on 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: Work cross-departmentally to drive business strategies.

Qualifications:

  • 7+ years of experience in Wealth Management with a demonstrated ability to manage client relationships
  • Either the CFP® or CFA designation, or having passed the exam for the designation, is preferred
  • Bachelors’ 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 difficult financial concepts to educate a less experienced audience
  • Detail-oriented and highly organized
  • Self-starter with an entrepreneurial mindset
  • Team player and collaborative
  • Of the highest integrity
  • Maintain a “client-first” mentality

Requirements:

  • Altfest Personal Wealth Management requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine.

Compensation & Benefits:

Compensation Range: $100,000 - $125,000 base (excluding potential incentives). 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 and 2023.

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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