Financial Advisory - Service Advisor

Kestra Holdings•New York, NY

9d•Hybrid

About The Position

Christopher Street Financial (CSF) is a New York City-based financial planning and wealth management firm serving clients nationwide. Founded in 1981, the firm provides relationship-based financial planning and investment management, with a longstanding commitment to the LGBTQ+ community and people who share its values. CSF serves more than 450 households and manages over $1.1 billion in assets. It operates as an Ensemble Practice, with client relationships belonging to the firm and a shared emphasis on collaboration, a consistent client experience, and team success. The Service Advisor is an integral member of client coverage teams, working with Senior Advisors to manage client relationships, assist with portfolio strategy, and support new business opportunities. The role involves developing relationships with existing and prospective clients, contributing to firm-wide initiatives and individual business goals, and collaborating across the firm. The successful candidate is a self-starter with initiative, ownership, and accountability, and a commitment to serving clients, colleagues, and the community. The position includes financial planning and investment management execution; preparing for, conducting, and following up on client meetings; maintaining daily client relationship contact; supporting business development; and leading or participating in advisor-team and firm initiatives. CSF offers a hybrid work schedule, with Tuesdays, Wednesdays, and Thursdays in-office and Mondays and Fridays optional work-from-home, subject to change.

Requirements

Four-year college degree or equivalent work experience.
CFP® designation required, or actively in process to obtain it within the next twelve months.
Series 65 or Series 66 required.
At least five years of directly related experience.
Ability to present and communicate clearly, logically, and persuasively in person and in writing.
Excellent computer skills, including Outlook, Excel, Word, PowerPoint, and Zoom.
Must provide proof of eligibility to work legally in the United States.

Nice To Haves

Experience with financial planning software; eMoney is preferred.
Familiarity with CRM systems; Salesforce is preferred.

Responsibilities

Explore and define clients’ financial objectives and life goals.
Create and present financial plans and investment recommendations.
Monitor, review, and revise financial plans and investment portfolios as clients’ circumstances, needs, goals, and life events change.
Define and oversee the efficient creation of client deliverables, coordinating with team members to meet deadlines.
Document client communications, including emails, proposals, presentations, meeting notes, and follow-up activities, thoroughly and promptly.
Ensure client requests and meeting follow-up items are documented, tracked, and completed, including CRM workflows in partnership with the Client Services team.
Provide an exceptional client experience and develop client relationship strategies with CSF team members.
Build strong client relationships by understanding and addressing each client’s circumstances, needs, and goals.
Engage clients effectively in virtual meetings, in person, by phone, and by email, explaining financial concepts in a manner suited to their level of financial sophistication.
Represent the Christopher Street Financial brand and embody its core values and focus.
Participate in firm-led initiatives and attend company, industry, and community events that support business development.
Participate in engaging, developing relationships with, and onboarding prospective clients.
Deepen existing client relationships, including advising on and consolidating outside assets.
Serve clients in a way that encourages referrals and aims to make each client a “raving fan.”
Model exemplary client service, teamwork, and positive change.
Commit to the company’s vision according to the EOS framework and help define, support, and advance long-term goals and initiatives.
Collaborate across the company by setting clear expectations, demonstrating personal commitment, and providing constructive feedback.

Benefits

Annual incentive compensation tied to individual contributions to team success and overall firm performance and growth.
Career Tracks offering opportunities for increased professional responsibility and reward.
Professional and personal development investment.
Hybrid work schedule: Tuesdays, Wednesdays, and Thursdays in-office; Mondays and Fridays optional work-from-home, subject to change.
23 days of paid time off.
10 paid holidays based on the NYSE holiday calendar.
Paid Family Leave.
Medical benefits with four options, including a 100% employer-funded option.
Dental benefits with three options, including a 100% employer-funded option.
Vision benefits.
Health Savings Account, Flexible Spending Account, Dependent Care Flexible Spending Account, and pre-tax commuting benefit options.
Group life and disability insurance options.
401(k) with up to 3% employer match.
Charitable giving match of up to $250 for employee-directed giving.
Education assistance for career-aligned training and development.
Additional benefits, including financial planning assistance, legal guidance, estate guidance, and identity theft assistance.