Financial Advisory - Service Advisor

Kestra•New York, NY

10d•$100,000 - $135,000•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, emphasizing shared client relationships, teamwork, collaboration, and a common client experience while recognizing each client's individual needs. The Service Advisor is an integral member of client coverage teams and works with Senior Advisors to manage client relationships, assist with portfolio strategy, and support new business opportunities. The role develops relationships with current and prospective clients, provides financial planning and investment management services, contributes to firm-wide and individual initiatives, and collaborates across the company. The position calls for a self-starting, accountable professional who is committed to clients, colleagues, and community and who supports the firm's team-oriented approach. The role is based in New York City and offers a hybrid schedule: Tuesdays, Wednesdays, and Thursdays in the office, with Mondays and Fridays optional work-from-home days. The stated salary range is $100,000–$135,000, with annual incentive compensation tied to individual contributions to team success and overall firm performance and growth.

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 in response to clients' changing circumstances, needs, goals, and life events.
Define and oversee the efficient preparation 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 create client relationship strategies in collaboration with CSF colleagues.
Develop strong client relationships by understanding and addressing each client's circumstances, needs, and goals.
Engage with clients through virtual and in-person meetings, phone, and email, explaining financial concepts clearly and adapting communication to clients' levels of financial sophistication.
Represent the CSF brand and embody its Core Values and Core Focus.
Participate in firm-led initiatives and attend company, industry, and community events in support of business development.
Participate in engaging, developing relationships with, and onboarding prospective clients.
Deepen relationships with existing clients, including advising on and consolidating outside assets.
Serve clients in a manner that encourages referrals and aims to make every 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 company goals and initiatives.
Collaborate across the company, set clear expectations, demonstrate personal commitment, and provide constructive feedback.

Benefits

Market-competitive compensation based on professional experience, with a stated salary range of $100,000–$135,000 for New York City.
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 rewards.
Investment in professional and personal development.
Hybrid work schedule: Tuesdays, Wednesdays, and Thursdays in-office; Mondays and Fridays optional work-from-home.
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 a 3% employer match.
Charitable giving match of up to $250, directed by the employee.
Education assistance for career-aligned training and development.
Additional benefits including financial planning assistance, legal guidance, estate guidance, and identity theft assistance.