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Full Time

Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. With over three decades of experience, including recognition by Barron’s, Forbes, Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. Altfest was founded by industry trailblazers who continue to lead the way. The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. We are pioneers in the fee-only wealth management movement, and continue to only receiving fees from clients not from product sales, which can lead to conflicts of interest. We listen, think independently, advise and take action. Named by InvestmentNews as a Best Place to Work in 2019 for Financial Advisers, Altfest is a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being. Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory. At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multigenerational families, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments and more.

Job Description

This is a great opportunity to join a growing company at an early stage with potential for career growth and financial reward. We offer a competitive compensation and benefits package, including health, vision, dental, 401k, health club reimbursement and much more. We are an equal opportunity employer. If you are ambitious, eager to grow your sales career, want to get your foot in the door with a growing SaaS company, and are hungry to help potential clients understand our revolutionary SaaS product and articulate why it is a good fit for their business.

Ground floor opportunity for a hard-working individual to represent a revolutionary SaaS product into the Financial Services/WealthTech sector. Unprecedented opportunity to represent a well-funded, high growth start-up SaaS firm. Being a new product, besides selling — you'll help shape our market presence & build the foundation of our sales process. You'll combine research, social media, email & phone-based sales, tailoring your sales campaigns to identify, qualify, present and close potential opportunities. You'll be joining an extremely fast-paced environment where you will be able to successfully hone your closing ability & will be encouraged to develop & implement new sales strategies.


Duties and Responsibilities: - Generate leads using the latest techniques and tools, including leveraging marketing content via social media channels, attending marketing events and generating referrals. - Encourage interest in our product and engage with Financial Advisors and decision makers in Wealth Management companies. Educate them on our value proposition and lay the foundation for strong, long lasting relationships. - Effectively articulate our business value proposition to decision makers and expertly guide them to purchasing our SaaS Product. - Schedule appointments with qualified prospects, conduct online demonstrations of our SaaS/Software and ultimately sign prospects. Strive to continuously improve your sales development process and demonstrate a willingness to learn and implement best practices.


Qualifications: - Undergraduate degree in Finance or a related field with high grades. - 1+ yr. experience selling to Financial Advisors (B2B sales experience) in a SaaS/Software high growth tech firm. - Desire to work in the WealthTech space and be a part of a small company start-up environment. - Proven over-achievement record articulating the unique proposition of a high-tech product. - Outstanding analytical, organizational, communication, presentation, negotiation and closing skills. Of the highest integrity, possess a high level of empathy, and maintain a “client-first attitude”.