Financial Advisory - Service Advisor

Kestra•New York, NY

28d•$100,000 - $135,000•Hybrid

About The Position

Christopher Street Financial (CSF) is a growing financial planning and wealth management firm based in New York City, serving clients nationwide. We offer relationship-based financial planning and investment management, with a purpose to create opportunities through relationships and help people lead fulfilling lives. Founded in 1981, CSF was the first firm dedicated to providing financial advice and investment services to the LGBTQ+ community, and we continue to uphold this commitment while welcoming a diverse clientele. We serve over 450 households and manage over $1.1 billion in assets. As an Ensemble Practice, we operate as a team, prioritizing clients and the company, believing in a common approach and client experience while respecting individual needs. Collaboration and continuous learning are core to our identity.

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.
Minimum of five 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

Manage client relationships, establishing strong connections with existing clients and developing new relationships to support firm growth.
Assist Senior Advisors in managing client relationships.
Assist with client portfolio strategy.
Execute on new business opportunities.
Explore and define clients’ financial objectives and life goals.
Create and present financial plans and investment recommendations.
Monitor, review, and revise existing financial plans and investment portfolios based on clients’ changing circumstances, needs, and goals.
Define and oversee the efficient creation of client deliverables, ensuring deadlines are met.
Document client communications including emails, proposals, presentations, meeting notes, and follow-up activities.
Ensure that client requests and meeting follow-up items are documented, tracked, and completed.
Provide an exceptional client experience.
Create client relationship strategies in collaboration with CSF team members.
Develop strong client relationships, understanding and addressing each client’s unique circumstances, needs, and goals.
Engage with clients in virtual meetings, in person, by phone, and through email.
Explain financial concepts to clients, customizing communication style.
Serve as a representative of the Christopher Street Financial brand, embodying Core Values and Core Focus.
Participate in firm-led initiatives and attend company, industry, and community events.
Participate in the engagement, relationship development, and onboarding of prospective clients.
Deepen relationships with existing clients, including advising on and consolidating outside assets.
Serve clients in a manner that is truly referrable.
Role model exemplary behavior in servicing clients, working as a team, and driving positive change.
Commit to the company’s vision according to the EOS framework.
Help define, support, and advance the company’s long-term goals and initiatives.
Cooperate with everyone across the company, actively collaborating with teams, setting clear expectations, demonstrating personal commitment, and providing constructive feedback.

Benefits

Hybrid work schedule (Tuesdays, Wednesdays, and Thursdays in-office; Mondays and Fridays optional work-from-home).
Paid Time Off: 23 days.
Paid holidays: 10 days based on the NYSE holiday calendar.
Paid Family Leave.
Medical benefits: 4 options, including a 100% employer-funded option.
Dental benefits: 3 options, including a 100% employer-funded option.
Vision benefits.
Health Savings Account.
Flexible Spending Account.
Dependent Care Flexible Spending Account.
Pre-tax commuting benefit options.
Group life and disability insurance options.
401(k) with up to 3% employer match.
Charitable giving match: up to $250 employee-directed.
Education assistance for career-aligned training and development.
Financial planning assistance.
Legal guidance.
Estate guidance.
Identity theft assistance.