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Marshall+Sterling Wealth Advisors, Inc.
Poughkeepsie, New York
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Financial Advisor
Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies at our new office in the Southeast. We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the client’s best interest. Responsibilities: Serve as the first point of contact for a number of the firm’s clients. Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investmen
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