Altfest invests beyond its client portfolios
Our community, industry peers and students also matter to everyone at the firm. Reaching out and encouraging lifelong learning for employees allow us to serve, mentor and grow professionally.
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We value our employees
We are pleased to offer a benefits package that few firms in the New York City area can match. We are growing, and seeking collaborative, engaged professionals to help us expand.
Altfest strives to provide a collegial atmosphere where our employees can use their professional and interpersonal skills to work as a team to serve clients responsively. Success with Altfest is not driven by sales or commissions. The firm encourages active staff interaction, analytical and independent thinking, sharing ideas, creativity, and continuous improvement. Altfest staffers work together in a spirit of mutual respect, and see each other as critical to the firm’s success. It’s our corporate culture.
InvestmentNews ranked Altfest Personal Wealth Management as a Best Place to Work in 2019 and again in 2020 for Financial Advisers. Altfest was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
Join the Altfest Family
Wondering what it’s like to work at Altfest Personal Wealth Management?
We are looking for smart, engaged caring professionals who value customer service and financial returns equally. We offer the right candidates attractive benefits, a collegial, challenging work environment and uncommon opportunities for professional growth.
At Altfest, the culture is the product of a company’s values, expectations & environment. We put clients first, we challenge ourselves to continue to improve both independently and as a team, and we are passionate about the work we do. If you are looking to challenge yourself intellectually, find a company that provides a home, not just a job, then Altfest is that place.– John Valentini
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Only by placing you at the core of everything we do can we truly meet your needs. We’ve found that the most successful solutions begin by asking the right questions.Get in Touch
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.