Financial Advisor
Altfest Personal Wealth Management, New York, NY, United States
Looking for a financial advisory role where advice truly comes first?
Interested in joining one of New York’s Best Places to Work while building a long-term advisory career?
Altfest Personal Wealth Management, a nationally recognized independent fee-only wealth management firm, is seeking a Financial Advisor to join our growing New York City team.
For more than 40 years, Altfest has delivered objective, fiduciary advice that aligns entirely with clients’ best interests. As a Senior Advisor, you will lead client relationships, provide comprehensive financial planning, and collaborate with a highly experienced team of professionals.
We operate on a hybrid schedule (2 days in-office, 3 days remote), balancing flexibility with meaningful collaboration.
We also welcome applicants from diverse professional backgrounds. Career changers with significant financial planning knowledge and a strong interest in becoming a financial advisor are encouraged to apply.
What You’ll Do
Lead Client Relationships
Serve as the primary advisor and trusted partner for clients.
Deliver proactive guidance and build long-term relationships.
Deliver Comprehensive Financial Planning
Develop holistic financial plans covering investments, retirement planning, tax strategy, estate planning, risk management, and cash flow.
Translate complex financial concepts into clear, actionable recommendations.
Construct and oversee customized portfolios aligned with firm investment philosophy and client objectives.
Collaborate with the investment team on portfolio strategy and market insights.
Contribute to Firm Growth
Participate in firm initiatives and cross-functional projects.
Qualifications
5+ years of wealth management experience
Bachelor’s degree from an accredited institution
Experience managing client relationships and delivering financial planning
Strong written and verbal communication skills
Highly organized, proactive, and collaborative
Deep commitment to fiduciary, client-first advice
Professionals transitioning from related fields (accounting, law, consulting, financial analysis, or other financial services roles) who are passionate about advising clients are encouraged to apply.
Base Salary
Starting at $120,000 (plus potential incentives), commensurate with experience.
Fully paid medical coverage (no in-network copays or deductibles)
Dental and vision insurance
Life insurance, AD&D, short- and long-term disability
Flexible Spending Account (FSA)
Generous 401(k) match with Traditional and Roth options
Fully paid parental leave
Hybrid schedule: 2 days office / 3 days remote
This role may be a great fit if you
Are a CFP professional who enjoys building deep, long-term relationships with clients.
Want to work in a fee-only fiduciary environment where advice is aligned with client interests.
Enjoy solving complex financial problems and delivering holistic planning.
Thrive in a collaborative, intellectually curious team environment.
Are seeking a long-term advisory career path with opportunities to develop expertise and leadership within the firm.
Are a career changer with strong financial knowledge who wants to build a career as a financial advisor.
Why Join Altfest?
Altfest offers the resources and reputation of an established firm with the culture of a boutique advisory practice. Our team is analytical, collaborative, and deeply committed to helping clients make smart financial decisions.
We are proud to be recognized as:
Crain’s New York Business – Best Places to Work (2020, 2022, 2023, 2024, 2025)
InvestmentNews – Best Places to Work for Financial Advisors (2024, 2025)
Altfest Personal Wealth Management is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, veteran status, or any other protected status under applicable law.
#J-18808-Ljbffr
Interested in joining one of New York’s Best Places to Work while building a long-term advisory career?
Altfest Personal Wealth Management, a nationally recognized independent fee-only wealth management firm, is seeking a Financial Advisor to join our growing New York City team.
For more than 40 years, Altfest has delivered objective, fiduciary advice that aligns entirely with clients’ best interests. As a Senior Advisor, you will lead client relationships, provide comprehensive financial planning, and collaborate with a highly experienced team of professionals.
We operate on a hybrid schedule (2 days in-office, 3 days remote), balancing flexibility with meaningful collaboration.
We also welcome applicants from diverse professional backgrounds. Career changers with significant financial planning knowledge and a strong interest in becoming a financial advisor are encouraged to apply.
What You’ll Do
Lead Client Relationships
Serve as the primary advisor and trusted partner for clients.
Deliver proactive guidance and build long-term relationships.
Deliver Comprehensive Financial Planning
Develop holistic financial plans covering investments, retirement planning, tax strategy, estate planning, risk management, and cash flow.
Translate complex financial concepts into clear, actionable recommendations.
Construct and oversee customized portfolios aligned with firm investment philosophy and client objectives.
Collaborate with the investment team on portfolio strategy and market insights.
Contribute to Firm Growth
Participate in firm initiatives and cross-functional projects.
Qualifications
5+ years of wealth management experience
Bachelor’s degree from an accredited institution
Experience managing client relationships and delivering financial planning
Strong written and verbal communication skills
Highly organized, proactive, and collaborative
Deep commitment to fiduciary, client-first advice
Professionals transitioning from related fields (accounting, law, consulting, financial analysis, or other financial services roles) who are passionate about advising clients are encouraged to apply.
Base Salary
Starting at $120,000 (plus potential incentives), commensurate with experience.
Fully paid medical coverage (no in-network copays or deductibles)
Dental and vision insurance
Life insurance, AD&D, short- and long-term disability
Flexible Spending Account (FSA)
Generous 401(k) match with Traditional and Roth options
Fully paid parental leave
Hybrid schedule: 2 days office / 3 days remote
This role may be a great fit if you
Are a CFP professional who enjoys building deep, long-term relationships with clients.
Want to work in a fee-only fiduciary environment where advice is aligned with client interests.
Enjoy solving complex financial problems and delivering holistic planning.
Thrive in a collaborative, intellectually curious team environment.
Are seeking a long-term advisory career path with opportunities to develop expertise and leadership within the firm.
Are a career changer with strong financial knowledge who wants to build a career as a financial advisor.
Why Join Altfest?
Altfest offers the resources and reputation of an established firm with the culture of a boutique advisory practice. Our team is analytical, collaborative, and deeply committed to helping clients make smart financial decisions.
We are proud to be recognized as:
Crain’s New York Business – Best Places to Work (2020, 2022, 2023, 2024, 2025)
InvestmentNews – Best Places to Work for Financial Advisors (2024, 2025)
Altfest Personal Wealth Management is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, veteran status, or any other protected status under applicable law.
#J-18808-Ljbffr