• Altfest
  • $115,066.67 -178,020.00/year*
  • New York , NY
  • Financial Services - Banking/Investment/Finance
  • Full-Time
  • 354 W 31st St


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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: hgoldinaltfest.com
Associated topics: bond, broker, buy, derivatives, investor, nasdaq, purchase, security, stock, trader

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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