Get Financial Analyst JobsGet Financial Analyst Jobs

Sr. Financial Advisor


  • Altfest Personal Wealth Management
  • 08/04/19
  • New York City, NY
  • 10022
  • Full-Time
Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a highly capable, hardworking Sr. Financial Advisor to help formulate and implement investment and financial planning advice, manage existing client relationships and participate in new business development activities.
Note: This is not a sales position.

Duties and Responsibilities
As a member of a four person team at the firm that works with about 150 clients, you will provide:
Client Service: Actively support clients under the Team Leader
Financial Plan Creation: Based on a clients goals and circumstances, create financial plans that address questions such as at when a client can retire with financial security
Investment Portfolio Creation: Review a clients current investments and objectives, give a client a picture of his or her current portfolio composition and within the firms guidelines create a custom portfolio that the firm will manage
Relationship Management: Help manage a number of the teams client relationships, advising clients under the firms principal while being supported by other members of the team
Specialization: Be a specialist and leader of a practice group working with one segment of clients
Investment Coverage: Participate on the firms investment committee and cover a segment of the investment universe
Business Development: Build relationships, including with other professionals (e.g. Accountants and Attorneys) that lead to new clients for the firm

Qualifications
Applicants should have all of the following:
Minimum of three years experience in Wealth Management with a demonstrated ability to manage client relationships
CFP/CFA or have passed the exam for the designation a strong plus
Bachelors degree from an accredited university with a high GPA
Impressive standardized test scores
Strong Financial Planning and Wealth Management interest, acumen and judgement
Exceptional written and verbal communication 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
Organized and able to set priorities
Of the highest integrity
Maintain a client-first mentality
Desire and ability to work successfully in a small company environment

Salary and Benefits
Competitive compensation based on industry standards
Incentive Bonus
Generous benefits, including: 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), Up to $500. for a gym membership; Tuition reimbursement to a Financial Planning Program and Exam Fee, renewal of CFP and CFA designations, 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, and introducing innovative methods to the profession that increase the value provided to clients.
The firm provides clients with investment management, retirement planning, insurance, tax and 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.

Job Closed

This position is currently filled/closed/expired, please click here to search for similar positions.


Browse other Financial Analyst Jobs in New York

  1. Manager of Revenue Assurance Data Analysis and...

    Plainview, NY
    Our Sales Operations team is seeking a Manager of Revenue Assurance Data Analysis and Risk Prevention to reduce chargebacks, refun...
  2. Financial Analyst

    West Chester, PA
    Job Description: Job Code: 8914 Location: West Chester, PA School Brand: Laurel Springs School City: West Chester School State: P...
  3. Financial Analyst for Post IPO NYC Tech Company!

    New York, NY
    Ref ID: 02940-0011118801 Classification: Financial Analyst Compensation: $70000.00 to $90000.00 yearly FAST Growing Tech Client...
  4. Financial Analyst

    New York, NY
    Location: New York, NY Duration: 3-4 months Description: Aligned to the Product Data team within Reference Data Services, the p...
  5. Financial Analyst (Level III)

    New York, NY
    Aligned to the Product Data team within Reference Data Services, the position is responsible for operational analysis of instrumen...
  6. Sr. Financial Analyst

    New York, NY
    Ref ID: 02942-0011104922 Classification: Sr. Financial Analyst Compensation: $19.79 to $22.91 hourly Belgian Chocolate Manufact...
  7. Financial Analyst

    New York, NY
    Our client is a global fashion company located in the heart of Manhattan looking to find a new Financial Analyst to join their gro...
  8. Financial Analyst

    New York, NY
    A Manhattan-based Financial institution is looking for a mid to senior level Financial Analyst for their organization. F inancial...
  9. Financial Analyst

    New York, NY
    Ref ID: 02940-0011080204 Classification: Financial Analyst Compensation: $60000.00 to $65000.00 yearly This job is ideal for a...
  10. Associate Data Scientist

    New York, NY
    Job Description: Job Overview: As part of the Supply Chain group, the Associate Data Scientist will develop innovative analytical...