Senior Financial Advisor

Join One of New York's Premier Fee-Only Fiduciary Wealth Management Firms

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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 AltfestTrue fee-only fiduciary model with no commissions or product salesEstablished and growing client base with complex planning needsDeep planning-centric approach spanning investments, tax, estate, retirement, insurance, and legacy planningCollaborative team environment with dedicated planning and investment supportOpportunity to work with multigenerational high-net-worth familiesStrong culture of intellectual curiosity, mentorship, and professional developmentHybrid work environment (2 days in-office, 3 days remote)Long-term career growth and leadership opportunities within an independent firm
What You'll DoServe as the Lead AdvisorAct as the primary advisor and trusted partner for high-net-worth individuals and familiesDevelop deep, multigenerational relationships built on trust and long-term planningGuide clients through major financial decisions, market cycles, life transitions, and wealth transfer eventsServe as the central coordinator across all facets of a client's financial life
Deliver Sophisticated Financial PlanningDesign and oversee comprehensive wealth management strategies, including:Retirement planningInvestment planningTax planningEstate and legacy planningRisk management and insurance analysisExecutive compensation and concentrated stock planningCash flow and wealth transfer strategiesTranslate complex financial concepts into practical, actionable recommendationsIdentify planning opportunities that create measurable value for clients and their families
Partner with Investment and Planning SpecialistsCollaborate closely with our investment team to implement customized portfolio solutionsWork alongside planning professionals to deliver highly coordinated adviceHelp clients stay disciplined during periods of market volatility and uncertaintyContinually elevate the client experience through proactive advice and thoughtful service
What We're Looking ForRequired Qualifications10+ years of experience serving in a lead financial advisor roleDemonstrated success leading client relationships independentlyStrong expertise in comprehensive financial planningExcellent communication and relationship management skillsPassion for delivering objective, client-first adviceBachelor's degree from an accredited institutionCFP® certificationPreferred QualificationsExperience within a fee-only RIA or fiduciary advisory firmAdvanced knowledge of tax-efficient wealth management and estate planning conceptsTrack record of advising affluent or ultra-high-net-worth clientsDesire to mentor junior advisors and contribute to firm growth
Compensation & BenefitsBase Salary range: $165,000 - $200,000, plus incentive compensation, based on experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.
Comprehensive benefits include:100% employer-paid medical coverage with no in-network deductibles or copaysDental and vision coverageLife insurance, disability insurance, and AD&D coverageFlexible Spending Account (FSA)Generous 401(k) matching program with Traditional and Roth optionsFully paid parental leaveHybrid work flexibilitySupport for ongoing professional development and continuing education
This Role Is Ideal For Advisors Who...Want to focus on planning and service rather than salesEnjoy solving complex planning challenges for affluent familiesValue a collaborative and intellectually engaging environmentPrefer deep client relationships over transactional interactionsAre looking for a long-term home with leadership potentialBelieve 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. xzbcwsv 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.RecognitionCrain'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.