Managing Advisor

As the leader of a four person team at the firm that works with about 200 clients, you will advise clients and supervise your team's Financial Advisors in providing:

• Financial Plan Creation: Based on client's goals and circumstances, create financial plans that address questions such as at when client can retire with financial security.
• Investment Portfolio Creation: Reviewing a client's current investments and objectives, give a client a picture of his or her current portfolio composition and within the firm's guidelines create a custom portfolio that the firm will manage.
• Relationship Management: Help manage a number of the team's client relationships, advising clients under the firm's 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 firm's 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

• Leadership experience in a Financial Services environment
• Minimum of five years in Wealth Management with demonstrated ability to successfully manage client relationships
• Strong Financial Planning/Wealth Management acumen, judgment and experience
• Bachelors' degree from an accredited university with a high GPA
• Impressive standardized test scores
• Possess the CFP® or CFA designation, or having passed the exam for the designation, a strong plus
• Strong 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 effectively with others
• Organized, able to set priorities
• Of the highest integrity
• Possess a “client-first” mentality
• Desire/ability to work successfully in a small company environment

Compensation and 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), tuition reimbursement to a Financial Planning Program and Exam Fee, renewal of CFP and CFA designations, up to $500 for gym reimbursement, Membership to NAPFA.

Altfest Personal Wealth Management is an equal opportunity employer.

For consideration, please email a resume and cover letter to: hgoldin@altfest.com