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How much do altfest personal wealth management jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for altfest personal wealth management in the United States is $23.17, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $25.96 per hour, depending on experience, location, and employer.

How does working at Altfest Personal Wealth Management foster professional development and career growth for new team members?

At Altfest Personal Wealth Management, new employees often benefit from a collaborative team environment and mentorship from experienced advisors. The firm encourages ongoing education, including support for obtaining industry certifications such as the CFP®. Team members are frequently included in client meetings and portfolio strategy sessions, which helps accelerate learning and exposure to a variety of client situations. This hands-on approach, combined with a culture of feedback and regular training opportunities, creates a strong foundation for career advancement within the wealth management field.

What is the difference between Altfest Personal Wealth Management vs Financial Advisor?

AspectAltfest Personal Wealth ManagementFinancial Advisor
CredentialsCFP, CFA, or similar certificationsCFP, CFA, or similar certifications often preferred
Work EnvironmentIndependent firm focusing on personalized wealth managementVaries; may work for banks, firms, or independently
Industry UsageUsed specifically for firms like Altfest offering comprehensive wealth servicesBroader term for professionals providing financial planning and investment advice

Altfest Personal Wealth Management is a specific firm specializing in personalized wealth management services, often employing certified financial professionals. A Financial Advisor is a broader term for professionals offering financial planning and investment advice across various firms and settings. While both roles require similar credentials, Altfest emphasizes a tailored, client-focused approach within its firm, whereas Financial Advisors may work in diverse environments with varying service scopes.

What is Altfest Personal Wealth Management?

Altfest Personal Wealth Management is a fee-only, independent financial advisory firm based in New York City. They provide comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. The firm is known for its personalized approach, fiduciary responsibility, and commitment to putting clients' interests first. Altfest offers tailored advice on all aspects of wealth management, including tax planning, estate planning, and risk management.

What are the key skills and qualifications needed to thrive as a personal wealth manager at Altfest Personal Wealth Management, and why are they important?

To thrive as a Personal Wealth Manager, you need a solid background in finance, investment strategies, and financial planning, typically supported by a relevant degree and certifications such as CFP or CFA. Familiarity with financial planning software, portfolio management systems, and compliance tools is essential for effective client service. Strong interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly are crucial for building lasting client relationships. These skills ensure clients receive tailored, sound advice and foster long-term financial well-being and satisfaction.
More about Altfest Personal Wealth Management jobs
What states have the most Altfest Personal Wealth Management jobs? States with the most job openings for Altfest Personal Wealth Management jobs include:
What job categories do people searching Altfest Personal Wealth Management jobs look for? The top searched job categories for Altfest Personal Wealth Management jobs are:
Infographic showing various Altfest Personal Wealth Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $48,191 per year, or $23.2 per hour.

Financial Planning Specialist

Altfest Personal Wealth Management

Manhattan, NY • On-site

$90K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 15 days ago

Job description

Altfest Personal Wealth Management, a leading independent wealth management firm, is seeking a Financial Planning Specialist to join our advanced planning team to help Financial Advisors formulate and implement investment and financial planning advice. This role is designed with an emphasis on career growth within our financial planning team.

Responsibilities:

As a member of our advanced planning team, you will:

  • Actively support advisors with technical financial planning tied to client’s objectives.
  • Based on a client’s goals and circumstances, assist in the creation of custom financial plans.
  • Assist in the review of a client’s current investments and objectives, create a picture of their current portfolio composition and, within the firm’s guidelines, help create a custom portfolio that the firm will manage.
  • Grow into being a specialist and leader in a niche area of investments or financial planning. You may participate on one of the firm’s committees that cover a segment of the investment universe or a specific area of financial planning.

Qualifications:

  • Financial Planning experience (fee-only is a plus)
  • Passing the exam for (or already holding) a CFP, CFA, CPA, or FPQP designation, a strong plus
  • Undergraduate degree in Finance or related areas
  • Ability to value customer service as highly as financial returns
  • Strong written and verbal communication skills
  • Detail-oriented
  • Self-starter, takes initiative
  • Team player, collaborative, able to work with and through others
  • Organized and able to set priorities
  • Of the highest integrity
  • Provides strong, personalized, and proactive care for clients
  • Desire/ability to work successfully in a small company environment

Salary & Benefits:

Compensation Range: $90,000-$105,000 (excluding potential incentives). 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.

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, Traditional and Roth 401(k).

Altfest Personal Wealth Management is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future. Crains New York Business ranked Altfest Personal Wealth Management as a Best Place to Work in NYC in 2020, 2022, 2023, 2024, and 2025! Named by InvestmentNews as a Best Place to Work for Financial Advisors in 2024!