Senior Financial Advisor

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.

• 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

• Design and oversee comprehensive wealth management strategies, including:
• 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

• 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

Required Qualifications

• 10+ years of experience serving in a lead financial advisor role
• Demonstrated success leading client relationships independently
• Strong expertise in comprehensive financial planning
• Excellent communication and relationship management skills
• Bachelor's degree from an accredited institution

• Experience with in a fee-only RIA or fiduciary advisory firm
• 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

Base Salary range: $165,000 - $200,000, plus incentive compensation, based on experience. This is the pay range the Company…