Managing Advisor

  • DOE
  • New York, NY, USA New York NY US
  • Permanent, Full time
  • Altfest
  • 10 Apr 18 2018-04-10

Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a highly capable, hardworking Managing Advisor to manage existing client relationships, supervise the team’s Financial Advisors in the formulation and implementation of investment and financial planning advice, and to participate in new business development activities.

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: