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Lead Senior Financial Advisor – Fee-, Hybrid NYC

Job in New York, New York County, New York, 10261, USA
Listing for: Altfest Personal Wealth Management
Full Time position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 165000 - 200000 USD Yearly USD 165000.00 200000.00 YEAR
Job Description & How to Apply Below
Position: Lead Senior Financial Advisor – Fee-Only, Hybrid NYC
Location: New York

Altfest Personal Wealth Management in New York City seeks a seasoned Senior Financial Advisor to serve high-net-worth families within a true fee-only fiduciary firm.

This role emphasizes planning over sales, collaboration with investment and planning specialists, and a hybrid work model (2 days in-office, 3 days remote). Base salary $165k-$200k with incentive, comprehensive benefits, and opportunities for leadership.

We have an opening for a Lead Senior Financial Advisor – Fee-Only, Hybrid NYC in New York, NY, United States within Finance, Sales.

This posting is for the Lead Senior Financial Advisor – Fee-Only, Hybrid NYC role at Altfest Personal Wealth Management, based in New York, NY, United States.

We are looking to fill the Lead Senior Financial Advisor – Fee-Only, Hybrid NYC position at Altfest Personal Wealth Management in New York, NY, United States.

Position Requirements
10+ Years work experience
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