Financial Advisory - Service Advisor

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 (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.

As a Service Advisor at Christopher Street Financial, you will be an integral part of our client coverage teams, working with our Senior Advisors in managing client relationships, assisting with client portfolio strategy, and executing on new business opportunities, all the while establishing and maintaining positive working relationships with everyone  must share our passion for serving clients, colleagues, and community. You must embrace working in teams, where everyone is expected to contribute and collaborate.

A successful Service Advisor is a self-starter with a demonstrated history of initiative and a strong sense of personal ownership and accountability. We will depend on you to manage client relationships, establishing strong connections with existing clients in addition to establishing new relationships in the pipeline to support the firm’s growth. You will be asked to participate in both firm-wide initiatives and individual, business-aligned goals as we continue to grow and constantly improve how we operate in service of our clients.

And should you become part of CSF, you can be confident that you are joining a team that is supportive and which looks for your full commitment, creativity, and insights.

• Client Financial Planning & Investment Management Execution
• Explore and define clients’ financial objectives and life goals
• Create and present financial plans and…