Wealth Advisor (Fee-Only) — Client-Centric Planning & Portfolios
Altfest Personal Wealth Management
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-Ljbffr Altfest Personal Wealth Management
Vacancy posted 4 days ago
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