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Altfest Personal Wealth Management · New York
Join One of New York's Premier Fee-Only Fiduciary Wealth Management Firms
Are you an experienced financial advisor who believes advice should come before sales?
Do you want to work with high-net-worth families, deliver sophisticated planning, and build meaningful long-term relationships within a true fee-only fiduciary firm?
At Altfest Personal Wealth Management, we have spent more than four decades helping clients navigate life's most important financial decisions through objective, comprehensive advice. As one of the nation's most respected independent RIAs, we are seeking a seasoned Senior Financial Advisor to join our growing team in New York City.
This is an opportunity to work with sophisticated clients, collaborate with some of the industry's most experienced professionals, and focus on what you do best: delivering exceptional advice and helping clients achieve better outcomes.
Unlike many advisory firms, success at Altfest is not defined by product sales or asset-gathering quotas. Our advisors are empowered to serve as true fiduciaries, providing objective guidance across every aspect of a client's financial life.
Why Senior Advisors Choose Altfest
True fee-only fiduciary model with no commissions or product sales
Established and growing client base with complex planning needs
Deep planning-centric approach spanning investments, tax, estate, retirement, insurance, and legacy planning
Collaborative team environment with dedicated planning and investment support
Opportunity to work with multigenerational high-net-worth families
Strong culture of intellectual curiosity, mentorship, and professional development
Hybrid work environment (2 days in-office, 3 days remote)
Long-term career growth and leadership opportunities within an independent firm
Serve as the Lead Advisor
Act as the primary advisor and trusted partner for high-net-worth individuals and families
Develop deep, multigenerational relationships built on trust and long-term planning
Guide clients through major financial decisions, market cycles, life transitions, and wealth transfer events
Serve as the central coordinator across all facets of a client's financial life
Deliver Sophisticated Financial Planning
Retirement planning
Investment planning
Tax planning
Estate and legacy planning
Risk management and insurance analysis
Executive compensation and concentrated stock planning
Cash flow and wealth transfer strategies
Translate complex financial concepts into practical, actionable recommendations
Identify planning opportunities that create measurable value for clients and their families
Partner with Investment and Planning Specialists
Collaborate closely with our investment team to implement customized portfolio solutions
Work alongside planning professionals to deliver highly coordinated advice
Help clients stay disciplined during periods of market volatility and uncertainty
Continually elevate the client experience through proactive advice and thoughtful service
What We're Looking For
Demonstrated success leading client relationships independently
Strong expertise in comprehensive financial planning
Passion for delivering objective, client-first advice
Bachelor's degree from an accredited institution
CFP® certification
Advanced knowledge of tax-efficient wealth management and estate planning concepts
Track record of advising affluent or ultra-high-net-worth clients
Desire to mentor junior advisors and contribute to firm growth
Compensation &
100% employer-paid medical coverage with no in-network deductibles or copays
Dental and vision coverage
Life insurance, disability insurance, and AD&D coverage
Flexible Spending Account (FSA)
Generous 401(k) matching program with Traditional and Roth options
Fully paid parental leave
Hybrid work flexibility
Support for ongoing professional development and continuing education
This Role Is Ideal For Advisors Who...
Want to focus on planning and service rather than sales
Enjoy solving complex planning challenges for affluent families
Value a collaborative and intellectually engaging environment
Prefer deep client relationships over transactional interactions
Are looking for a long-term home with leadership potential
Believe the best advisory work happens when client interests come first
Why Altfest?
Altfest combines the resources, sophistication, and reputation of a nationally recognized wealth management firm with the culture, accessibility, and collaboration of a boutique practice.
For over 40 years, we have remained committed to providing objective advice while fostering a workplace where talented professionals can build rewarding, long-term careers.
Recognition
Crain's New York Business Best Places to Work (2020, 2022, 2023, 2024, 2025, 2026)
InvestmentNews Best Places to Work for Financial Advisors (2024, 2025)
If you're an experienced advisor seeking a firm where planning excellence, fiduciary advice, and long-term client relationships are truly valued, we'd welcome the opportunity to speak with you.
Details
| Company | Altfest Personal Wealth Management |
| Location | New York |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $1,65,000 – $1,65,000 / yr |