Financial Planning Associate

New York, USA
Dec 31, 2020
Jan 30, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Duties and Responsibilities
  • Client Account Administration: Handle trading and portfolio reporting. Work with clients and their custodians to open accounts and deposit and transfer funds.
  • Financial Plan Creation: Support the creation of financial plans, based on client's goals and financial circumstances, that address questions such as at what age can one retire with financial security.
  • Investment Portfolio Creation: Review client's current investments and objectives. Provide the client with a picture of his/her current portfolio composition. Create a custom portfolio within the firm's guidelines which the firm will manage.


Applicants should have all of the following:
  • Undergraduate degree in Finance or a related field with high grade
  • Some finance experience
  • Focus on Wealth Management as a career
  • Passed the CFP exam or progressing towards taking the CFP exam a strong plus
  • Strong written, verbal and presentation 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 with and through others
  • Accurate, organized, able to set priorities
  • Of the highest integrity
  • Maintain a "Client-first attitude"
  • Desire and ability to work successfully in a small company environment

Salary & Benefits

Compensation includes attractive salary and incentive.

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 $400 for gym reimbursement, Membership to NAPFA.

For consideration, please email a copy of your resume and a cover letter to:

Altfest Personal Wealth Management is an equal opportunity employer.

Firm Overview

Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. Our team has the expertise and the passion to successfully guide our clients' portfolios through myriad market conditions.

Altfest was founded by industry trailblazers who continue to lead the way. The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. We are pioneers in the fee-only wealth management movement, and continue to receive fees only from clients not from product sales, which can lead to conflicts of interest. We listen, think independently, advise and take action.

Altfest is a staff of smart, friendly professionals dedicated to anticipating our clients' needs and making their lives easier. Each individual or family of clients has unfettered access to our firm's broad expertise, ready to meet the goal of protecting their financial well-being.

Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory.

At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multi-generational families about financial issues, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments, contributing to pension plans, stock options, and more.

Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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