Hybrid Financial Advisor & Client Services Lead

Bluespring Wealth Partners, LLC; New York (NY); Hybrid; USD 100,000 - 135,000; Full time

Benefits offered by this job

Hybrid work schedule

Paid Time Off: 23 days

Paid holidays: 10 days

Medical benefits (multiple options)

Dental benefits (multiple options)

Vision benefits

401(k) with employer match

Education assistance

Job summary

Christopher Street Financial in New York City seeks a Service Advisor to manage client relationships and assist with portfolio strategy and new business opportunities. You will develop financial plans, present recommendations, and coordinate with the Client Services team to track progress and maintain CRM workflows.

The role emphasizes teamwork, ownership, and delivering an exceptional client experience, with hybrid in-office and remote work options and a comprehensive benefits package.

Qualifications

• Four-year college degree or equivalent experience.
• CFP designation required or in process to be obtained within 12 months.
• Series 65 or 66 required.
• Minimum five years of directly related experience.
• Ability to present clearly, in writing and in person.

Responsibilities

• Manage client relationships and assist with client portfolio strategy.
• Execute on new business opportunities and support client financial planning.
• Prepare and present financial plans and investment recommendations.
• Document communications and maintain CRM workflows with the Client Services team.
• Engage with clients via virtual meetings, in person, phone, and email.
• Collaborate with team to ensure excellent client experience and goal achievement.

Skills

CFP designation

Series 65/66

Relationship management

Communication

Education

Four-year college degree

CFP designation in process

Tools

Salesforce

eMoney

Outlook

Excel

Word

PowerPoint

Zoom

Job description

Christopher Street Financial in New York City seeks a Service Advisor to manage client relationships and assist with portfolio strategy and new business opportunities. You will develop financial plans, present recommendations, and coordinate with the Client Services team to track progress and maintain CRM workflows.

The role emphasizes teamwork, ownership, and delivering an exceptional client experience, with hybrid in-office and remote work options and a comprehensive benefits package.