Senior Financial Advisor

As a member of a Client Team at the firm that works with about 200 clients, you will be providing:

• Client Service: Actively support clients under the team leader
• Financial Plan Creation: Based on a client’s goals and circumstances, create financial plans that address questions such as at when a 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

• Minimum of three years in Wealth Management with demonstrated ability to 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