About this opportunity
Altfest Personal Wealth Management lists this Financial Advisor opportunity in new york city, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Are you looking for a financial advisory role where advice truly comes first?
Do you want to work with sophisticated clients, deliver comprehensive planning, and build long-term relationships in a collaborative, fee-only fiduciary environment?
Altfest Personal Wealth Management — one of New York’s most respected independent wealth management firms — is seeking an experienced Financial Advisor to join our growing team in New York City.
For more than 40 years, Altfest has been a leader in objective, client-first financial advice. As a nationally recognized independent RIA, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture centered on intellectual curiosity, collaboration, and professional growth.
This is an opportunity for an experienced advisor who wants to focus on delivering exceptional advice — not product sales or asset gathering quotas.
We operate on a hybrid schedule (2 days in-office / 3 days remote), offering flexibility while maintaining meaningful collaboration and mentorship across the team.
What You’ll Do
Lead Deep Client Relationships
Serve as the lead advisor and trusted partner for high-net-worth clients and families
Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance
Act as the quarterback across all aspects of clients’ financial lives
Deliver Sophisticated Financial Planning
Develop and oversee comprehensive financial strategies spanning:
Retirement planning
Investment strategy
Tax planning
Estate and legacy planning
Risk management
Cash flow and wealth transfer strategies
Translate complex financial concepts into clear, actionable recommendations
Provide Investment Guidance
Partner with the investment team to deliver customized portfolio strategies aligned with client goals and firm philosophy
Guide clients through market events and evolving financial circumstances with confidence and clarity
Qualifications
7+ years of wealth management or financial planning experience preferred
CFP® designation strongly preferred (or actively pursuing)
Experience leading client relationships independently
Strong expertise in holistic financial planning
Exceptional interpersonal and communication skills
Highly organized, proactive, and detail-oriented
Collaborative mindset with a strong commitment to fiduciary advice
Bachelor’s degree from an accredited institution
Compensation & Benefits
Base salary starting at $130,000 plus incentive compensation, commensurate with experience
Comprehensive benefits package including:
Fully paid medical coverage (no in-network copays or deductibles)
Dental and vision insurance
Life insurance, AD&D, and disability coverage
Flexible Spending Account (FSA)
Generous 401(k) match with Traditional and Roth options
Fully paid parental leave
Hybrid work flexibility (2 days office / 3 days remote)
This Role May Be a Great Fit If You:
Want to work in a true fee-only fiduciary environment where advice is fully aligned with client interests
Enjoy building deep, multigenerational client relationships
Thrive on solving complex financial planning challenges
Prefer collaboration and long-term client impact over sales-driven culture
Are seeking a long-term career path with opportunities for leadership and continued professional development
Value working alongside highly experienced, intellectually curious professionals
Why Altfest?
Altfest combines the reputation and resources of an established national firm with the culture and collaboration of a boutique advisory practice. Advisors here are empowered to do their best work while continuously developing their expertise and careers.
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.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.