Managing Advisor

New York, NY, USA
Jun 04, 2018
Jun 08, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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.


  • 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:

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