Sales Professional

New York, USA
14 Jan 2022
13 Feb 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Duties and Responsibilities

The Sales Professional role is responsible for marketing Altfest's Financial Planning and Investment Management Services to qualified affluent prospects.

This is accomplished with a 3-pronged approach:
  • Generating a high volume of outbound activity to members of various professional organizations that the firm has partnered with. This includes approaching professionals to engage Altfest to handle their Wealth Management needs throughout their entire career lifecycle. The Sales Professional will be expected to qualify leads, develop rapport, understand their needs, provide initial insight, explain the Altfest service offering and subsequently converting them into clients through consistent interaction.
  • Developing relationships with specialty groups who are interested in endorsing Altfest as a preferred wealth management provider to its members. These groups will be valuable in creating lead-gen for the firm.
  • Executing a successful business development plan to gather significant assets for the firm.

The Sales Professional role assumes total ownership of the new business cycle from initiation to closing. This includes:
  • Identifying, engaging, and converting opportunities and prospects into clients.
  • Effectively and efficiently create, build, and manage a pipeline.
  • Provide continuous, up-to-date recording and reporting of activities and opportunities, activities, and results.
  • Manage multiple points of contact within each prospective opportunity with a clear understanding of the key decision maker(s) and appropriate steps to close.
  • Categorize and group prospects and create tailored actions/responses/plans for each.
  • Draw upon past/present experiences and relationships to develop markets and build upon them to sustain long-term relationships.
  • Develop and maintain a strong understanding of and intimacy with, Altfest- its services and solutions, and its industry.
  • Be a trusted advisor to each prospect and maintain a keen understanding and knowledge of his/her circumstances, needs, and motivations, and secure their business.


Applicants should have all of the following:
  • Minimum of 3 years' experience, preferably in Wealth Management or a relevant field.
  • Bachelor's degree from an accredited college or university. Graduate degree (MBA, etc.) and professional designation (CFP®, CFA, etc.) are a plus.
  • Strong desire and demonstrated ability to identify, qualify, and pursue new business opportunities.
  • Willingness to travel when needed
  • Excellent interpersonal skills and communication abilities, with well-honed presentation and negotiation skills.
  • Ability to gain respect and trust from a broad group of constituents
  • Build continuous business relationships naturally in an engaging way within variety of settings, and develop them into opportunities that come to fruition.
  • Demonstrated track record in prospect engagement, pipeline management, and opportunity conversion.
  • Proven experience in leveraging relationships and gaining trust internally and externally.
  • Engaging, proactive, motivated and assertive personality.
  • Proficiency with tools (CRM, Outlook, Word, etc.) including on remote devices.
  • Of the highest integrity with unquestioned ethics.

Salary & 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), up to $400 for fitness reimbursement.

For consideration, please email a resume and cover letter a must expressing your interest and why you should be considered to:

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.


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 provides clients with investment management, retirement planning, insurance, tax and estate advisory.

Altfest Personal Wealth Management 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. We utilize internal experts that specialize in a variety of technical areas and client segments, and are dedicated to providing a personal, warm, caring atmosphere and a high level of service for clients. We are committed to introducing innovative methods to the profession that increase the value we provide to clients.

Altfest Personal Wealth Management has been named one of AdvisoryHQ's "Top Rated Financial Advisors in New York City" in 2018, 2019 and 2020.

The firm is proud to be honored by InvestmentNews as one of the "75 Best Places to Work for Financial Advisers" nationwide in 2020 and 2019, as well as a 2020 Best Places to Work in NYC by Crain's New York.

Lewis Altfest, Ph.D., CFA, CFP®, CPA, PFS, founded the firm after leaving Lord Abbett & Co, a large mutual fund company where he was a Partner and Director of Research. Lew has been named repeatedly to Barron's "Top 100 Independent Advisors" as well as Barron's state-by-state listing of "America's Top 1,200 Financial Advisors", among many other acknowledgements.

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 firm's marketing activities and has made a profound impact by dedicating herself to the empowerment of women. Among her acknowledgements, Karen has been recognized by Forbes as a "Top Women Wealth Advisor" by Forbes from 2017-2020, as well as a Forbes "Best-in-State Wealth Advisor" from 2018-2020. She has also been featured in Crain's New York Business' list of "Notable Women in Finance" in 2018 and 2019.

Andrew Altfest, MBA, CFP® has spearheaded several initiatives to expand the firm since joining in 2003, including organizing different practice groups focused on client segments, launching private equity solutions, and directing the firm's Young Professionals group. He is also an active member of Altfest's Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. Andrew was named a "Best-In-State Wealth Advisor" by Forbes in its 2018, 2019 and 2020 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He also was included in Forbes' list of America's Top Next-Generation Wealth Advisors in 2017, 2018 and 2019.

The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.

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