Altfest Personal Wealth Management, an independent wealth advisory firm based in NYC, seeks a Financial Advisor to deliver comprehensive investment and financial planning guidance and manage established client relationships. The role emphasizes a fee-only approach and client-first service.
Responsibilities include driving financial planning strategies, portfolio management, and reviewing client investments to craft tailored portfolios within firm guidelines.
#J-18808-LjbffrWealth Advisor (Fee-Only) — Client-Centric Planning & Portfolios in new york at Unknown Company
This position is listed as full time and onsite.