New York, New York
FP Alpha is the first, AI-driven, comprehensive Financial Planning solution that enables Financial Advisors to provide actionable and personalized recommendations to clients in a scalable, intelligent, and cost-efficient manner across 17 disciplines, all while remaining complementary to current retirement planning software.
For immediate consideration, please email your resume and cover letter to:
FP Alpha is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.
ABOUT FP ALPHA
Launched in 2020, FP Alpha is an AI-driven user-friendly comprehensive financial planning solution that helps Financial Advisors identify actionable opportunities for clients, in a scalable, intelligent, and cost-efficient manner.
Founded by Financial Planner and industry leader, Andrew Altfest, CFP®, MBA, FP Alpha was designed to integrate seamlessly into the many stages of the financial planning process and is complement the Advisor’s current Financial Planning software, starting where they stop. Our innovative technology reduces the burden of time-consuming manual tasks and frees financial advisors to focus on human interaction, cover more ground quickly, and demonstrate their value beyond investment management.
Andrew Altfest, MBA, CFP® is President of Altfest Personal Wealth Management, a pioneer in the fee-only Wealth Management movement. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory. Andrew has organized different practice groups focused on client segments, launched private equity solutions, and directed 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.