Senior Financial Advisor

Are you looking for a financial advisory role where advice truly comes first?Do you want to work with sophisticated clients, deliver comprehensive planning, and build long-term relationships in a collaborative, fee-only fiduciary environment?Altfest Personal Wealth Management — one of New York’s most respected independent wealth management firms — is seeking an experienced Senior Financial Advisor to join our growing team in New York City.For more than 40 years, Altfest has been a leader in objective, client-first financial advice. As a nationally recognized independent RIA, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture centered on intellectual curiosity, collaboration, and professional growth.This is an opportunity for an experienced advisor who wants to focus on delivering exceptional advice — not product sales or asset gathering quotas.We operate on a hybrid schedule (2 days in-office / 3 days remote), offering flexibility while maintaining meaningful collaboration and mentorship across the team.What You’ll DoLead Deep Client RelationshipsServe as the lead advisor and trusted partner for high-net-worth clients and familiesBuild long-term relationships grounded in trust, responsiveness, and thoughtful guidanceAct as the quarterback across all aspects of clients’ financial livesDeliver Sophisticated Financial PlanningDevelop and oversee comprehensive financial strategies spanning:Retirement planningInvestment strategyTax planningEstate and legacy planningRisk managementCash flow and wealth transfer strategiesTranslate complex financial concepts into clear, actionable recommendationsProvide Investment GuidancePartner with the investment team to deliver customized portfolio strategies aligned with client goals and firm philosophyGuide clients through market events and evolving financial circumstances with confidence and clarityQualifications7+ years of wealth management or financial planning experience preferredCFP® designation strongly preferred (or actively pursuing)Experience leading client relationships independentlyStrong expertise in holistic financial planningExceptional interpersonal and communication skillsHighly organized, proactive, and detail-orientedCollaborative mindset with a strong commitment to fiduciary adviceBachelor’s degree from an accredited institutionCompensation & BenefitsBase salary starting at $150,000 plus incentive compensation, commensurate with experienceComprehensive benefits package including:Fully paid medical coverage (no in-network copays or deductibles)Dental and vision insuranceLife insurance, AD&D, and disability coverageFlexible Spending Account (FSA)Generous 401(k) match with Traditional and Roth optionsFully paid parental leaveHybrid work flexibility (2 days office / 3 days remote)This Role May Be a Great Fit If You:Want to work in a true fee-only fiduciary environment where advice is fully aligned with client interestsEnjoy building deep, multigenerational client relationshipsThrive on solving complex financial planning challengesPrefer collaboration and long-term client impact over sales-driven cultureAre seeking a long-term career path with opportunities for leadership and continued professional developmentValue working alongside highly experienced, intellectually curious professionalsWhy Altfest?Altfest combines the reputation and resources of an established national firm with the culture and collaboration of a boutique advisory practice. Advisors here are empowered to do their best work while continuously developing their expertise and careers.We are proud to be recognized as:Crain’s New York Business – Best Places to Work (2020, 2022, 2023, 2024, 2025)InvestmentNews – Best Places to Work for Financial Advisors (2024, 2025)Altfest Personal Wealth Management is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, veteran status, or any other protected status under applicable law.