Altfest Personal Wealth Management · 10 hours ago
Senior Financial Advisor
NYC Metro Area
Full-time
Hybrid
Senior Level
7+ years expAltfest Personal Wealth Management is a nationally recognized, independent, fee-only wealth management firm based in NYC, seeking an experienced Senior Financial Advisor to lead client relationships and deliver holistic financial planning and investment advice. The role involves developing comprehensive financial plans, overseeing customized portfolios, and participating in firm-wide initiatives to support growth.
AdviceFinancial ServicesWealth Management
Responsibilities
Serve as the primary advisor and trusted partner for existing and new clients
Develop and implement comprehensive financial plans encompassing investments, cash flow, tax strategy, estate planning, risk management, retirement planning and more
Construct and oversee customized portfolios in alignment with firm guidelines and client objectives
Provide proactive, clear guidance by translating complex financial concepts into actionable insights
Participate in firm-wide initiatives and specialize in one or more areas, such as:
Investments: Serve on the investment committee and help oversee a segment of the investment universe
Financial Planning: Act as an internal subject matter expert in a planning specialty
Business Development: Collaborate cross-functionally to support organic growth and firm strategy
Qualification
Required
7+ years of experience in wealth management with demonstrated success managing client relationships (fee-only experience strongly preferred)
CFP® designation required
Bachelor's degree from an accredited institution
Strong commitment to fiduciary, fee-only financial planning
Exceptional written and verbal communication skills, with the ability to educate and build trust
Highly organized, detail-oriented, and proactive
Entrepreneurial mindset with a collaborative, team-first approach
Uncompromising integrity and a consistently client-first mentality
Preferred
fee-only experience strongly preferred
Benefits
Comprehensive benefits package including:
Fully paid medical plan (no in-network copays or deductibles)
Dental and vision coverage
Life, AD&D, short- and long-term disability
FSA
Generous 401(k) match with Traditional and Roth options
Fully paid parental leave
Company
Altfest Personal Wealth Management
Altfest Personal Wealth Management offers financial planning and wealth management services.
11-50 employees
H1B Sponsorship
Altfest Personal Wealth Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2023 (1)
2022 (2)
2020 (1)
Funding
Current Stage
Early StageLeadership Team
Lewis J. Altfest, Ph.D., CFP®, CFA, CPA, PFS
CEO, Chief Investment Officer, Principal
Marina Baldassano
Executive Assistant to CEO
Recent News
The Economic Times
2025-03-22
Company data provided by crunchbase