Service Advisor

Kestra Holdings

New York, NY

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JOB DETAILS

SALARY

$100,000–$135,000 Per Year

SKILLS

Alliance/Partner Management, Certified Financial Planner (CFP), Communication Skills, Computer Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Diversity, Equal Employment Opportunity (EEO), Finance Software, Financial Planning, Financial Policies, Financial Regulations, Genetics, Investment Management, Investment Services, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Onboarding, Presentation/Verbal Skills, Reimbursement, Sales Management, Salesforce.com, Series 65, Service Delivery, Team Player, Time Management, Tuition Reimbursement, Wealth Management

LOCATION

New York, NY

POSTED

Today

Who We Are:

Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship-based financial planning and investment management. Our purpose is to create opportunities through relationships, helping people lead fulfilling lives. We value this for our clients, for our colleagues, and for our community.

Christopher Street Financial was founded in 1981 as the first company committed to providing financial advice and investment services to the LGBTQ+ community. A lot has changed since the birth of Christopher Street Financial, but one thing has not: our commitment to provide financial planning and investment services to the LGBTQ+ community and those who share our values.

We now serve over 420 households and manage over $900 million in assets. While we are still experts in the unique financial, tax, and legal needs of unmarried couples, as time has gone by, our values and approach to financial planning have resonated with a wider range of people. We provide a welcoming environment where everyone is recognized as an individual with unique needs. By partnering with us as fiduciaries, clients are trusting us with their future and with their peace of mind.

We are an Ensemble Practice, operating as a team that puts our clients and the company before personal interests. Client relationships are relationships of the firm and not of any single advisor. We believe in the efficiency of a common approach and the value of providing a common client experience, all while acknowledging our clients' individuality. We collaborate with one another, combining the strengths of our unique abilities to achieve greatness as a group. We seek to recognize individual efforts based on how they contribute to team success. And together, we are always learning how we can do it all better. This is core to who we are.

What You'll Do:

Identify clients' financial objectives and life goals
Develop and present financial plans and investment recommendations
Continuously monitor and update plans and portfolios as client needs change
Oversee creation of client deliverables and ensure deadlines are met
Document all client communications and meeting outcomes
Track and complete client requests and follow-up tasks, partnering with Client Services
Deliver an exceptional client experience
Develop tailored client relationship strategies
Build strong relationships by understanding each client's unique situation
Communicate clearly with clients across all channels (virtual, in-person, phone, email)
Explain financial concepts in an accessible, customized mannee
Represent the Christopher Street Financial brand and uphold core values
Participate in firm initiatives, events, and community activities
Support prospect engagement, relationship building, and onboarding
Deepen existing client relationships, including consolidation of outside assets
Deliver service that inspires client referrals
Model exemplary client service, teamwork, and positive change
Align with and support the company's EOS-driven vision
Contribute to advancing long-term company goals and initiatives
Collaborate effectively across teams with clear expectations and constructive feedback

What You Bring:

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
Successful employment history with a minimum of fives 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

Compensation: Salary range is generally $100,000- $135,000 for New York, NY. Salary amount is determined by specific job location. In addition, the role may be eligible for annual incentive compensation tied to your individual contributions to team success and overall firm performance and growth.

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website:

Careers Portal:

LinkedIn:

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Lead with purpose. Apply now and help shape the future of Kestra.

DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Service Advisor

Kestra Holdings

New York, NY

About the Company

Kestra Holdings

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