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Financial Planning Associate


  • Altfest Personal Wealth Management
  • 06/03/19
  • New York City, NY
  • 10022
  • Full-Time
Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a highly capable, hardworking Financial Planning Associate to help formulate and implement investment and financial planning recommendations along with performing duties in the operations department.
This position is on a Financial Advisor career track and has significant upward potential. Our formal training program insures the growth of our Financial Planning Associates and supports their continuing progress at the firm.

Duties and Responsibilities
Client Account Administration: Handle trading and portfolio reporting. Work with clients and their custodians to open accounts and deposit and transfer funds.
Financial Plan Creation: Support the creation of financial plans, based on client's goals and financial circumstances, that address questions such as at what age can one retire with financial security.
Investment Portfolio Creation: Review client's current investments and objectives. Provide the client with a picture of his/her current portfolio composition. Create a custom portfolio within the firms guidelines which the firm will manage.

Qualifications
Applicants should have all of the following:
Undergraduate degree in Finance or a related field with high grades
Strong standardized test scores
Some finance experience
Focus on Wealth Management as a career
Passed the CFP exam or progressing towards taking the CFP exam a strong plus
Strong written, verbal and presentation skills, including the ability to simplify difficult financial concepts to educate a less experienced audience
Detail-oriented, self-starter, takes initiative
Team player, collaborative, able to work with and through others
Accurate, organized, able to set priorities
Of the highest integrity
Maintain a Client-first attitude
Desire and ability to work successfully in a small company environment

Salary and Benefits
Compensation includes salary plus incentive based on experience and industry standards.
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, 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 $500 for gym reimbursement, Membership to NAPFA.

Firm Overview
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 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, utilizing internal experts that sub-specialize in a variety of technical areas and client segments, providing a personal, warm, caring atmosphere and a high level of service for clients.

The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients.
Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory.

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.

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 firms marketing activities including a very successful program for affluent women.

The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and traditional, 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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