Financial Planning Specialist

We will be at the CFP Diversity Career Fair on Friday, October 25th! If you'd like to schedule an interview, please email me at kdavis@altfest.com. 

Altfest Personal Wealth Management, a leading independent wealth management firm, is seeking a Financial Planning Specialist to join our advanced planning team to help Financial Advisors formulate and implement investment and financial planning advice. This role is designed with an emphasis on career growth within our financial planning team.

Responsibilities:

As a member of our advanced planning team, you will:

• Actively support advisors with technical financial planning tied to client’s objectives.
• Based on a client’s goals and circumstances, assist in the creation of custom financial plans.
• Assist in the review of a client’s current investments and objectives, create a picture of their current portfolio composition and, within the firm’s guidelines, help create a custom portfolio that the firm will manage.
• Grow into being a specialist and leader in a niche area of investments or financial planning. You may participate on one of the firm’s committees that cover a segment of the investment universe or a specific area of financial planning.

Qualifications:

• Financial Planning experience (fee-only is a plus)
• Passing the exam for (or already holding) a CFP, CFA, CPA, or FPQP designation, a strong plus
• Undergraduate degree in Finance or related areas
• Ability to value customer service as highly as financial returns
• Strong written and verbal communication skills
• Detail-oriented
• Self-starter, takes initiative
• Team player, collaborative, able to work with and through others
• Organized and able to set priorities
• Of the highest integrity
• Provides strong, personalized, and proactive care for clients
• Desire/ability to work successfully in a small company environment

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.

Salary & Benefits:

Compensation Range: $80,000-$105,000 (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, Traditional and Roth 401(k).

Altfest Personal Wealth Management is 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.

Firm Overview:

Lewis Altfest, Ph.D., CFA, CFP®, CPA, PFS, founded the firm after leaving Lord Abbett & Co, a large mutual fund company where he was a Partner and Director of Research. Lew has been named repeatedly to Barron’s “Top 100 Independent Advisors” as well as Barron’s state-by-state listing of “America’s Top 1,200 Financial Advisors”, 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. Among her acknowledgements, Karen has been recognized by Forbes as a “Top Women Wealth Advisor” by Forbes from 2017-2022, as well as a Forbes “Best-in-State Wealth Advisor” from 2018-2022. She has also been featured in Crain’s New York Business’ list of “Notable Women in Finance” in 2018 and 2019.

Andrew Altfest, MBA, CFP® has spearheaded several initiatives to expand the firm since joining in 2003, including organizing different practice groups focused on client segments, launching private equity solutions, and directing the firm’s Young Professionals group. He is also an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. Andrew was named a Best-In-State Wealth Advisor in New York City by Forbes in its 2018, 2019, 2020, 2021 and 2023 ranking, as well as a Young Advisor to Watch by Financial Advisor in 2020. He was included in Forbes’ list of America’s Top Next-Generation Wealth Advisors in 2017, 2018 and 2019; InvestmentNews’ 2018 list of 40 Under 40 in the financial advisory industry; and Financial Advisor’s Due Diligence/Research Manager All-Star Team in 2012 and 2013, and AdvisorHub’s Advisors to Watch list 2023.

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!