Financial Advisory - Service Advisor

About the role

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. 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, 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.

Responsibilities

• Explore and define clients’ financial objectives and life goals
• Create and present financial plans and investment recommendations
• Monitor, review, and revise existing financial plans and investment portfolios based on clients’ changing circumstances, needs, and goals, including life events
• Clearly define and oversee the efficient creation of client deliverables, ensuring deadlines are met in coordination with other team members
• Document client communications including emails, proposals, presentations, meeting notes, and follow-up activities in a thorough and timely manner
• Ensure that client requests and meeting follow-up items are documented, tracked, and completed, including CRM workflows in partnership with the Client Services team
• Provide an exceptional client experience
• Create client relationship strategies in collaboration with CSF team members
• Develop strong client relationships, understanding