Altfest
New York, New York
Note: This is not a sales position. Responsibilities As a member of a client team you will provide: Relationship Management: Be a first point of contact for a number of the team's clients. You will be working with the most senior advisors at the firm while being supported by other members of the team. Client Service: Drive clients' financial planning strategies and portfolio management. You will be supporting a comprehensive approach to working with clients that is inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Financial Plan Development: Based on a client's goals and circumstances, you will create financial plans that address questions such as at when a client can retire with financial security. Investment Portfolio Creation: Review a client's current investments and objectives, give the client a picture of his or her current portfolio composition and within the firm's guidelines oversee a custom portfolio that the firm will manage. Specialization: Be the firm's point person in a technical area which might include: Investments: Participating on the firm's investment committee, you will cover a segment of the investment universe. Financial Planning: Focusing in one area of financial planning, you will function as the firm's internal subject matter expert. Business Development: Foster relationships with other professionals such as Accountants and Attorneys that lead to the acquisition of new clients for the firm. Qualifications Applicants should have all of the following: 3+ years' experience in Wealth Management with a demonstrated ability to manage client relationships Either the CFP® or CFA designation, or having passed the exam for the designation, a strong plus Bachelors' degree from an accredited university with a high GPA Strong Financial Planning and Wealth Management interest, acumen and judgement Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience Detail-oriented, self-starter, take initiative Team player, collaborative, able to work with and through others Organized and able to set priorities Of the highest integrity Maintain a "client-first" mentality Desire and ability to work successfully in a small company environment. A belief in fee-only, fiduciary professionalism Salary and Benefits Competitive compensation based on industry standards Incentive Bonus Generous benefits, including: 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) and matching contribution, Tuition reimbursement to a Financial Planning Program and Exam Fee, up to $400 for gym reimbursement, renewal of CFP® and CFA designations, Membership to NAPFA. For consideration, please include a copy of your resume in WORD with a cover letter when you click apply. Altfest Personal Wealth Management is an Equal Opportunity Employer. Firm Overview Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory. Altfest Personal Wealth Management is dedicated to putting clients' interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients. We utilize internal experts that specialize in a variety of technical areas and client segments, and are dedicated to providing a personal, warm, caring atmosphere and a high level of service for clients. We are committed to introducing innovative methods to the profession that increase the value we provide to clients. Altfest Personal Wealth Management has been named one of AdvisoryHQ's "Top Rated Financial Advisors in New York City" in 2018, 2019 and 2020. The firm is proud to be honored by InvestmentNews as one of the "75 Best Places to Work for Financial Advisers" nationwide in 2020 and 2019, as well as a 2020 Best Places to Work in NYC by Crain's New York. Lewis Altfest, Ph.D., CFA, CFP®, CPA, PFS, founded the firm after leaving Lord Abbett & Co, a large mutual fund company where he was a Partner and Director of Research. Lew has been named repeatedly to Barron's "Top 100 Independent Advisors" as well as Barron's state-by-state listing of "America's Top 1,200 Financial Advisors", among many other acknowledgements. Karen C Altfest, Ph.D., CFP® joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm's marketing activities and has made a profound impact by dedicating herself to the empowerment of women. Among her acknowledgements, Karen has been recognized by Forbes as a "Top Women Wealth Advisor" by Forbes from 2, as well as a Forbes "Best-in-State Wealth Advisor" from 2. She has also been featured in Crain's New York Business' list of "Notable Women in Finance" in 2018 and 2019. Andrew Altfest, MBA, CFP® has spearheaded several initiatives to expand the firm since joining in 2003, including organizing different practice groups focused on client segments, launching private equity solutions, and directing the firm's Young Professionals group. He is also an active member of Altfest's Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. Andrew was named a "Best-In-State Wealth Advisor" by Forbes in its 2018, 2019 and 2020 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He also was included in Forbes' list of America's Top Next-Generation Wealth Advisors in 2017, 2018 and 2019. 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. *AdvisoryHQ's ranking methodology is based on a wide range of filters including fiduciary duty, level of customized service, and history of innovation. There is no fee to participate. Details regarding Advisory HQ's selection methodology can be found at *InvestmentNews' Best Places to Work for Financial Advisors recognition is a survey competition to determine which participants are the best employers. The process is managed by Best Companies Group (BCG) and winners are published in an issue of Investment News. The process includes 2 surveys to gather detailed data about each participating company. BCG conducts the surveys, analyzes the data and determines the winners and rankings. *For Crain's Best Places to Work in NYC, Crain's works with Best Companies Group, an independent research company that has been managing employee engagement surveys since 2004, to conduct the research and provide us with a final ranked list. The rankings are based on a calculation that involves the weighting of your employee survey (75%) and your employer questionnaire (25%). Our news department reports solely on the results of the data that is provided to us by Best Companies Group and does not have any input into the rankings. *Barron's America's Top 100 Independent Financial Advisors is based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at *Forbes' Top Women Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of seven years of experience & weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate. *Barron's state-by-state listing of America's Top 1,200 Financial Advisors lists the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. The rankings are based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at *Crain's Custom editors choose candidates based on their professional..... click apply for full job details
Note: This is not a sales position. Responsibilities As a member of a client team you will provide: Relationship Management: Be a first point of contact for a number of the team's clients. You will be working with the most senior advisors at the firm while being supported by other members of the team. Client Service: Drive clients' financial planning strategies and portfolio management. You will be supporting a comprehensive approach to working with clients that is inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Financial Plan Development: Based on a client's goals and circumstances, you will create financial plans that address questions such as at when a client can retire with financial security. Investment Portfolio Creation: Review a client's current investments and objectives, give the client a picture of his or her current portfolio composition and within the firm's guidelines oversee a custom portfolio that the firm will manage. Specialization: Be the firm's point person in a technical area which might include: Investments: Participating on the firm's investment committee, you will cover a segment of the investment universe. Financial Planning: Focusing in one area of financial planning, you will function as the firm's internal subject matter expert. Business Development: Foster relationships with other professionals such as Accountants and Attorneys that lead to the acquisition of new clients for the firm. Qualifications Applicants should have all of the following: 3+ years' experience in Wealth Management with a demonstrated ability to manage client relationships Either the CFP® or CFA designation, or having passed the exam for the designation, a strong plus Bachelors' degree from an accredited university with a high GPA Strong Financial Planning and Wealth Management interest, acumen and judgement Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience Detail-oriented, self-starter, take initiative Team player, collaborative, able to work with and through others Organized and able to set priorities Of the highest integrity Maintain a "client-first" mentality Desire and ability to work successfully in a small company environment. A belief in fee-only, fiduciary professionalism Salary and Benefits Competitive compensation based on industry standards Incentive Bonus Generous benefits, including: 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) and matching contribution, Tuition reimbursement to a Financial Planning Program and Exam Fee, up to $400 for gym reimbursement, renewal of CFP® and CFA designations, Membership to NAPFA. For consideration, please include a copy of your resume in WORD with a cover letter when you click apply. Altfest Personal Wealth Management is an Equal Opportunity Employer. Firm Overview Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory. Altfest Personal Wealth Management is dedicated to putting clients' interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients. We utilize internal experts that specialize in a variety of technical areas and client segments, and are dedicated to providing a personal, warm, caring atmosphere and a high level of service for clients. We are committed to introducing innovative methods to the profession that increase the value we provide to clients. Altfest Personal Wealth Management has been named one of AdvisoryHQ's "Top Rated Financial Advisors in New York City" in 2018, 2019 and 2020. The firm is proud to be honored by InvestmentNews as one of the "75 Best Places to Work for Financial Advisers" nationwide in 2020 and 2019, as well as a 2020 Best Places to Work in NYC by Crain's New York. Lewis Altfest, Ph.D., CFA, CFP®, CPA, PFS, founded the firm after leaving Lord Abbett & Co, a large mutual fund company where he was a Partner and Director of Research. Lew has been named repeatedly to Barron's "Top 100 Independent Advisors" as well as Barron's state-by-state listing of "America's Top 1,200 Financial Advisors", among many other acknowledgements. Karen C Altfest, Ph.D., CFP® joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm's marketing activities and has made a profound impact by dedicating herself to the empowerment of women. Among her acknowledgements, Karen has been recognized by Forbes as a "Top Women Wealth Advisor" by Forbes from 2, as well as a Forbes "Best-in-State Wealth Advisor" from 2. She has also been featured in Crain's New York Business' list of "Notable Women in Finance" in 2018 and 2019. Andrew Altfest, MBA, CFP® has spearheaded several initiatives to expand the firm since joining in 2003, including organizing different practice groups focused on client segments, launching private equity solutions, and directing the firm's Young Professionals group. He is also an active member of Altfest's Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. Andrew was named a "Best-In-State Wealth Advisor" by Forbes in its 2018, 2019 and 2020 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He also was included in Forbes' list of America's Top Next-Generation Wealth Advisors in 2017, 2018 and 2019. 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. *AdvisoryHQ's ranking methodology is based on a wide range of filters including fiduciary duty, level of customized service, and history of innovation. There is no fee to participate. Details regarding Advisory HQ's selection methodology can be found at *InvestmentNews' Best Places to Work for Financial Advisors recognition is a survey competition to determine which participants are the best employers. The process is managed by Best Companies Group (BCG) and winners are published in an issue of Investment News. The process includes 2 surveys to gather detailed data about each participating company. BCG conducts the surveys, analyzes the data and determines the winners and rankings. *For Crain's Best Places to Work in NYC, Crain's works with Best Companies Group, an independent research company that has been managing employee engagement surveys since 2004, to conduct the research and provide us with a final ranked list. The rankings are based on a calculation that involves the weighting of your employee survey (75%) and your employer questionnaire (25%). Our news department reports solely on the results of the data that is provided to us by Best Companies Group and does not have any input into the rankings. *Barron's America's Top 100 Independent Financial Advisors is based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at *Forbes' Top Women Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of seven years of experience & weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate. *Barron's state-by-state listing of America's Top 1,200 Financial Advisors lists the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. The rankings are based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at *Crain's Custom editors choose candidates based on their professional..... click apply for full job details
Altfest
New York, New York
Duties and Responsibilities • Plan and execute communications, including newsletters, invitations, social media, case studies, website, email and Public Relations (in coordination with firm's PR agency) • Assist in management of email and social media campaigns, including A/B testing, budget-tracking and engagement analysis • Work closely with the firm's PR agency to submit award applications • Manage drafting and editing of short and long-form content, such as newsletters, email campaigns, presentations and blog posts; manage internal and Compliance review • Update marketing collateral, including factsheets, presentations, brochures and event invitations • Assist in drafting marketing materials including one pagers, brochures and presentations • Collect and help to analyze campaign performance data to gain insights and formulate strategic next steps • Support administration of marketing automation program HubSpot, including building assets, ensuring clean data, promoting positive internal UX experience and seamless reporting • Maintain project schedules and Marketing calendar in a fast-paced, deadline-driven environment • Plan and execute events with others from start to finish and help run the events • Work with various client segments, including women • Provide administrative support to the Marketing Team, Directors and Senior Management as needed • FP Alpha: website management, social media marketing, content creation, e-mail marketing campaigns and Hubspot management, conference preparation, execution of media & PR strategy, sales support Qualifications • Bachelors' degree in Marketing preferred • 2 + years of relevant experience • Previous experience in a marketing/communications role preferably in the Financial Services industry • Experience in successful event planning • Previous experience in developing content i.e. newsletters, websites, articles, and graphics • Past experience managing social media platforms including LinkedIn • Superior verbal and presentation skills • Ability to multi-task and prioritize multiple requests within tight deadlines • Successful track record in managing projects • Ability to use initiative and work independently while also being a team player • Personable and possess the ability to communicate with all members of staff and clients • Desire and ability to work successfully in a small company environment • High proficiency in Adobe, InDesign and PowerPoint • High proficiency in CRM and e-mail marketing tools such as Hubspot • Experience in webinar and podcast management preferred Salary & 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, Traditional and Roth 401(k), up to $400 for gym reimbursement. For consideration, please email a resume and cover letter a must expressing your interest and why you should be considered to: Altfest Personal Wealth Management is an equal opportunity employer. Firm Overview Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory. Altfest Personal Wealth Management is dedicated to putting clients' interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients. We utilize internal experts that specialize in a variety of technical areas and client segments, and are dedicated to providing a personal, warm, caring atmosphere and a high level of service for clients. We are committed to introducing innovative methods to the profession that increase the value we provide to clients. Altfest Personal Wealth Management has been named one of AdvisoryHQ's "Top Rated Financial Advisors in New York City" in 2018, 2019 and 2020. The firm is proud to be honored by InvestmentNews as one of the "75 Best Places to Work for Financial Advisers" nationwide in 2020 and 2019, as well as a 2020 Best Places to Work in NYC by Crain's New York. Lewis Altfest, Ph.D., CFA, CFP®, CPA, PFS, founded the firm after leaving Lord Abbett & Co, a large mutual fund company where he was a Partner and Director of Research. Lew has been named repeatedly to Barron's "Top 100 Independent Advisors" as well as Barron's state-by-state listing of "America's Top 1,200 Financial Advisors", among many other acknowledgements. Karen C Altfest, Ph.D., CFP® joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm's marketing activities and has made a profound impact by dedicating herself to the empowerment of women. Among her acknowledgements, Karen has been recognized by Forbes as a "Top Women Wealth Advisor" by Forbes from 2, as well as a Forbes "Best-in-State Wealth Advisor" from 2. She has also been featured in Crain's New York Business' list of "Notable Women in Finance" in 2018 and 2019. Andrew Altfest, MBA, CFP® has spearheaded several initiatives to expand the firm since joining in 2003, including organizing different practice groups focused on client segments, launching private equity solutions, and directing the firm's Young Professionals group. He is also an active member of Altfest's Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. Andrew was named a "Best-In-State Wealth Advisor" by Forbes in its 2018, 2019 and 2020 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He also was included in Forbes' list of America's Top Next-Generation Wealth Advisors in 2017, 2018 and 2019. 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. *AdvisoryHQ's ranking methodology is based on a wide range of filters including fiduciary duty, level of customized service, and history of innovation. There is no fee to participate. Details regarding Advisory HQ's selection methodology can be found at *InvestmentNews' Best Places to Work for Financial Advisors recognition is a survey competition to determine which participants are the best employers. The process is managed by Best Companies Group (BCG) and winners are published in an issue of Investment News. The process includes 2 surveys to gather detailed data about each participating company. BCG conducts the surveys, analyzes the data and determines the winners and rankings. *For Crain's Best Places to Work in NYC, Crain's works with Best Companies Group, an independent research company that has been managing employee engagement surveys since 2004, to conduct the research and provide us with a final ranked list. The rankings are based on a calculation that involves the weighting of your employee survey (75%) and your employer questionnaire (25%). Our news department reports solely on the results of the data that is provided to us by Best Companies Group and does not have any input into the rankings. *Barron's America's Top 100 Independent Financial Advisors is based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at *Forbes' Top Women Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of seven years of experience & weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate. *Barron's state-by-state listing of America's Top 1,200 Financial Advisors lists the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. The rankings are based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at *Crain's Custom editors choose candidates based on their professional..... click apply for full job details
Duties and Responsibilities • Plan and execute communications, including newsletters, invitations, social media, case studies, website, email and Public Relations (in coordination with firm's PR agency) • Assist in management of email and social media campaigns, including A/B testing, budget-tracking and engagement analysis • Work closely with the firm's PR agency to submit award applications • Manage drafting and editing of short and long-form content, such as newsletters, email campaigns, presentations and blog posts; manage internal and Compliance review • Update marketing collateral, including factsheets, presentations, brochures and event invitations • Assist in drafting marketing materials including one pagers, brochures and presentations • Collect and help to analyze campaign performance data to gain insights and formulate strategic next steps • Support administration of marketing automation program HubSpot, including building assets, ensuring clean data, promoting positive internal UX experience and seamless reporting • Maintain project schedules and Marketing calendar in a fast-paced, deadline-driven environment • Plan and execute events with others from start to finish and help run the events • Work with various client segments, including women • Provide administrative support to the Marketing Team, Directors and Senior Management as needed • FP Alpha: website management, social media marketing, content creation, e-mail marketing campaigns and Hubspot management, conference preparation, execution of media & PR strategy, sales support Qualifications • Bachelors' degree in Marketing preferred • 2 + years of relevant experience • Previous experience in a marketing/communications role preferably in the Financial Services industry • Experience in successful event planning • Previous experience in developing content i.e. newsletters, websites, articles, and graphics • Past experience managing social media platforms including LinkedIn • Superior verbal and presentation skills • Ability to multi-task and prioritize multiple requests within tight deadlines • Successful track record in managing projects • Ability to use initiative and work independently while also being a team player • Personable and possess the ability to communicate with all members of staff and clients • Desire and ability to work successfully in a small company environment • High proficiency in Adobe, InDesign and PowerPoint • High proficiency in CRM and e-mail marketing tools such as Hubspot • Experience in webinar and podcast management preferred Salary & 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, Traditional and Roth 401(k), up to $400 for gym reimbursement. For consideration, please email a resume and cover letter a must expressing your interest and why you should be considered to: Altfest Personal Wealth Management is an equal opportunity employer. Firm Overview Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory. Altfest Personal Wealth Management is dedicated to putting clients' interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients. We utilize internal experts that specialize in a variety of technical areas and client segments, and are dedicated to providing a personal, warm, caring atmosphere and a high level of service for clients. We are committed to introducing innovative methods to the profession that increase the value we provide to clients. Altfest Personal Wealth Management has been named one of AdvisoryHQ's "Top Rated Financial Advisors in New York City" in 2018, 2019 and 2020. The firm is proud to be honored by InvestmentNews as one of the "75 Best Places to Work for Financial Advisers" nationwide in 2020 and 2019, as well as a 2020 Best Places to Work in NYC by Crain's New York. Lewis Altfest, Ph.D., CFA, CFP®, CPA, PFS, founded the firm after leaving Lord Abbett & Co, a large mutual fund company where he was a Partner and Director of Research. Lew has been named repeatedly to Barron's "Top 100 Independent Advisors" as well as Barron's state-by-state listing of "America's Top 1,200 Financial Advisors", among many other acknowledgements. Karen C Altfest, Ph.D., CFP® joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm's marketing activities and has made a profound impact by dedicating herself to the empowerment of women. Among her acknowledgements, Karen has been recognized by Forbes as a "Top Women Wealth Advisor" by Forbes from 2, as well as a Forbes "Best-in-State Wealth Advisor" from 2. She has also been featured in Crain's New York Business' list of "Notable Women in Finance" in 2018 and 2019. Andrew Altfest, MBA, CFP® has spearheaded several initiatives to expand the firm since joining in 2003, including organizing different practice groups focused on client segments, launching private equity solutions, and directing the firm's Young Professionals group. He is also an active member of Altfest's Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. Andrew was named a "Best-In-State Wealth Advisor" by Forbes in its 2018, 2019 and 2020 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He also was included in Forbes' list of America's Top Next-Generation Wealth Advisors in 2017, 2018 and 2019. 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. *AdvisoryHQ's ranking methodology is based on a wide range of filters including fiduciary duty, level of customized service, and history of innovation. There is no fee to participate. Details regarding Advisory HQ's selection methodology can be found at *InvestmentNews' Best Places to Work for Financial Advisors recognition is a survey competition to determine which participants are the best employers. The process is managed by Best Companies Group (BCG) and winners are published in an issue of Investment News. The process includes 2 surveys to gather detailed data about each participating company. BCG conducts the surveys, analyzes the data and determines the winners and rankings. *For Crain's Best Places to Work in NYC, Crain's works with Best Companies Group, an independent research company that has been managing employee engagement surveys since 2004, to conduct the research and provide us with a final ranked list. The rankings are based on a calculation that involves the weighting of your employee survey (75%) and your employer questionnaire (25%). Our news department reports solely on the results of the data that is provided to us by Best Companies Group and does not have any input into the rankings. *Barron's America's Top 100 Independent Financial Advisors is based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at *Forbes' Top Women Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of seven years of experience & weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate. *Barron's state-by-state listing of America's Top 1,200 Financial Advisors lists the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. The rankings are based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at *Crain's Custom editors choose candidates based on their professional..... click apply for full job details