Advisor II

Kestra • New York, NY

2d • $100,000 - $135,000

About The Position

Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship-based financial planning and investment management. Our purpose is to create opportunities through relationships, helping people lead fulfilling lives. We value this for our clients, for our colleagues, and for our community.
Christopher Street Financial was founded in 1981 as the first company committed to providing financial advice and investment services to the LGBTQ+ community. A lot has changed since the birth of Christopher Street Financial, but one thing has not: our commitment to provide financial planning and investment services to the LGBTQ+ community and those who share our values.
We now serve over 420 households and manage over $900 million in assets. While we are still experts in the unique financial, tax, and legal needs of unmarried couples, as time has gone by, our values and approach to financial planning have resonated with a wider range of people. We provide a welcoming environment where everyone is recognized as an individual with unique needs. By partnering with us as fiduciaries, clients are trusting us with their future and with their peace of mind.
We are an Ensemble Practice, operating as a team that puts our clients and the company before personal interests. Client relationships are relationships of the firm and not of any single advisor. We believe in the efficiency of a common approach and the value of providing a common client experience, all while acknowledging our clients’ individuality. We collaborate with one another, combining the strengths of our unique abilities to achieve greatness as a group. We seek to recognize individual efforts based on how they contribute to team success. And together, we are always learning how we can do it all better. This is core to who we are.

Requirements

• Four-year college degree, or equivalent work experience
• CFP® designation required or actively in process to be obtained in the next twelve months
• Series 65 or 66 required
• Successful employment history with a minimum of fives years of directly related experience
• Able to present and communicate clearly, logically, and persuasively in person and in writing
• Excellent computer skills (Outlook, Excel, Word, PowerPoint, and Zoom)
• Experience with financial planning software (eMoney preferred)
• Familiarity to CRM systems (Salesforce preferred)
• Must be able to provide proof that you are eligible to work legally in the United States

Responsibilities

• Identify clients’ financial objectives and life goals
• Develop and present financial plans and investment recommendations
• Continuously monitor and update plans and portfolios as client needs change
• Oversee creation of client deliverables and ensure deadlines are met
• Document all client communications and meeting outcomes
• Track and complete client requests and follow‑up tasks, partnering with Client Services
• Deliver an exceptional client experience
• Develop tailored client relationship strategies
• Build strong relationships by understanding each client’s unique situation
• Communicate clearly with clients across all channels (virtual, in-person, phone, email)
• Explain financial concepts in an accessible, customized mannee
• Represent the Christopher Street Financial brand and uphold core values
• Participate in firm initiatives, events, and community activities
• Support prospect engagement, relationship building, and onboarding
• Deepen existing client relationships, including consolidation of outside assets
• Deliver service that inspires client referrals
• Model exemplary client service, teamwork, and positive change
• Align with and support the company’s EOS‑driven vision
• Contribute to advancing long‑term company goals and initiatives
• Collaborate effectively across teams with clear expectations and constructive feedback

Benefits

• Competitive pay and benefits with a large employer
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level