Hybrid Financial Advisor - Client Planning and Growth

Kestra Holdings; New York (NY); Hybride; USD 100 000 - 135 000; Plein temps

Avantages offerts par ce poste

Hybrid work schedule

PTO 23 days

Paid holidays 10 days

Health benefits

401(k) with employer match

Education assistance

Life and disability insurance

Vision benefits

Pre-tax commuter benefits

Charitable giving match

Résumé du poste

Christopher Street Financial in New York City is seeking a Service Advisor to join our client coverage teams. You will partner with Senior Advisors to manage client relationships, assist with portfolio strategy, and pursue new business opportunities while maintaining strong collaboration across CSF.

You will drive client meetings, prepare deliverables, and document communications, leveraging your CFP and Series 65/66 credentials, and your experience in financial planning software and CRM

Qualifications

• Four-year degree or equivalent work experience.
• CFP designation required or in process within 12 months.
• Series 65 or 66 required.
• Minimum five years of related experience.
• Ability to communicate clearly in writing and verbally with clients.
• Proficient with MS Office; CRM experience preferred.

Responsabilités

• Define clients’ financial objectives and life goals.
• Create and present financial plans and investment recommendations.
• Monitor and revise plans as clients’ circumstances change.
• Prepare client deliverables and meet deadlines with the team.
• Document client communications and CRM activities.
• Develop client relationships and outreach strategies.
• Support business development and onboarding of new clients.
• Represent CSF brand and participate in firm initiatives.

Connaissances

Client relationship management

Clear communication

Team collaboration

Presentation skills

Proactive/self-starter

Formation

Four-year degree or equivalent

CFP designation or in process

Series 65 or 66

Outils

Outlook

Excel

Word

PowerPoint

Zoom

Salesforce

Description du poste

Christopher Street Financial in New York City is seeking a Service Advisor to join our client coverage teams. You will partner with Senior Advisors to manage client relationships, assist with portfolio strategy, and pursue new business opportunities while maintaining strong collaboration across CSF.

You will drive client meetings, prepare deliverables, and document communications, leveraging your CFP and Series 65/66 credentials, and your experience in financial planning software and CRM