Relationship-Driven Financial Advisor

Kestra Financial, Inc.; 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

401(k) with employer match

Education assistance

Tuition reimbursement

Job summary

Christopher Street Financial, based in New York City, seeks a Service Advisor to manage client relationships, assist with portfolio strategy, and pursue growth opportunities while working with Senior Advisors.

You will thrive in a team-oriented environment with a focus on fiduciary service, collaboration, and continuous improvement to deliver tailored financial advice for diverse clients.

Qualifications

• 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.
• 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

• Provide expert client financial planning and investment management execution.
• Prepare, execute, and follow up on client meetings; manage deliverables and CRM updates.
• Daily client relationship contact; develop relationship strategies and multi-channel engagement.
• Support business development; engage prospective clients and deepen existing relationships.
• Lead/participate in advisor team initiatives and firm-wide projects.

Skills

Communication skills

CRM (Salesforce)

Financial planning software (eMoney)

Office suite proficiency (Outlook, etc

Education

Bachelor's degree

CFP designation

Series 65 or 66

Tools

Salesforce

eMoney

Job description

Christopher Street Financial, based in New York City, seeks a Service Advisor to manage client relationships, assist with portfolio strategy, and pursue growth opportunities while working with Senior Advisors.

You will thrive in a team-oriented environment with a focus on fiduciary service, collaboration, and continuous improvement to deliver tailored financial advice for diverse clients.