Relationship-Driven Financial Planning Advisor
New York, New York County, New York, 10261, USA
Listed on 2026-10-16
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Christopher Street Financial in New York City is seeking a Service Advisor to manage client relationships, support portfolio strategy, and drive new business opportunities. You will collaborate with senior advisors, deliver tailored financial plans, and maintain a proactive client service approach.
The role emphasizes teamwork, accountability, and a client-first mindset. CFP and Series 65/66 are required, with hybrid in-office/work-from-home options and strong compensation and benefits.
The Relationship-Driven Financial Planning Advisor position in the Finance field is open for applications.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in New York, NY, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 100..
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