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As a member of a Client Team at the firm that works with about 200 clients, you will be providing:
Client Service: Actively support clients under the team leader
Financial Plan Creation: Based on a client's goals and circumstances, create financial plans that address questions such as at when a client can retire with financial security
Investment Portfolio Creation: Reviewing a client's current investments and objectives, give a client a picture of his or her current portfolio composition and within the firm's guidelines create a custom portfolio that the firm will manage
Relationship Management: Help manage a number of the team's client relationships, advising clients under the firm's principal while being supported by other members of the team
Specialization: Be a specialist and leader of a practice group working with one segment of clients
Investment Coverage: Participate on the firm's investment committee and cover a segment of the investment universe
Business Development: Build relationships, including with other professionals (e.g. accountants and attorneys), that lead to new clients for the firm
Minimum of three years in Wealth Management with demonstrated ability to manage client relationships
Strong Financial Planning/Wealth Management acumen, judgment and experience
Bachelors' degree from an accredited university with a high GPA
Impressive standardized test scores
Possess the CFP® or CFA designation, or having passed the exam for the designation, a strong plus
Strong written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience
Self-starter, takes initiative
Team player, collaborative, able to work effectively with others
Organized, able to set priorities
Of the highest integrity
Possess a "client-first" mentality
Desire/ability to work successfully in a small company environment
Compensation and Benefits
Compensation includes salary plus incentive based on experience and industry standards.
Generous benefits include: Fully Paid Medical Plan (with no in network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability FSA, Generous Profit Sharing Plan, Traditional and Roth 401(k), tuition reimbursement to a Financial Planning Program and Exam Fee, renewal of CFP and CFA designations, up to $500 for gym reimbursement, Membership to NAPFA.
Altfest Personal Wealth Management is an equal opportunity employer.
For consideration, please email a resume and cover letter to: email@example.com