Senior Financial Advisor

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. Founded in 1981, Christopher Street Financial began with a commitment to provide financial advice to New York City's gay 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 400 households and manage over $800 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. WHO YOU ARE As a Senior Financial Advisor at Christopher Street Financial, you will be an integral part of our client coverage teams, leading relationships, overseeing client portfolio strategy, and developing new business opportunities, all the while establishing and maintaining positive working relationships with everyone at CSF. You 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 Senior Financial Advisor is a self-starter with a demonstrated history of team leadership, initiative, and a strong sense of personal ownership and accountability. We will depend on you to lead client relationships, establishing strong connections with existing clients in addition to seeking and building new relationships to support the firm's growth. We will expect you to aid in the mentorship of Associate Advisors and Paraplanners. We will expect you to set clear and realistic directions and timelines when it comes to client meeting preparation. We will expect you to know when to delegate and when to step in. 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. DUTIES AND RESPONSIBILITIES Client Relationship Strategy Provide an exceptional client experience Create individual client relationship strategies in collaboration with CSF colleagues Develop strong client relationships, understanding and addressing each client's unique circumstances, needs, and goals Effectively engage with clients in virtual meetings, in person, by phone, and through email Clearly explain to clients various concepts, both simple and complex, knowing how to customize communication style to match varying levels of financial sophistication Financial Planning & Investment Management 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 Client Relationship Management Clearly define and oversee the efficient creation of client deliverables, ensuring deadlines are met in coordination with Associate Advisors, Paraplanners, and the Client Services team Delegate research and analysis on various client-specific planning and investment issues to Associate Advisors and/or Paraplanners 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 Client Growth and Development Serve as a representative of the Christopher Street Financial brand, embodying our Core Values and Core Focus at all times Participate in firm-led initiatives and attend company, industry, and community events in support of business development Identify and attract new client leads to the firm Participate in the engagement, relationship development, and onboarding of prospective clients Deepen relationships with existing clients, including advising on and consolidating outside accounts Serve clients in a manner that is truly referrable, looking for every client to be a "raving fan" Leadership and Teamwork Role model exemplary behavior in servicing clients, working as a team, and driving positive change Commit to the company's vision according to the EOS framework Help define, support, and advance the company's long-term goals and initiatives Cooperate with everyone across the company, actively collaborating with teams, setting clear expectations, demonstrating personal commitment, and providing constructive feedback REQUIRED SKILLS AND QUALIFICATIONS Four-year college degree, or equivalent work experience CFP® designation required with additional designations preferred Successful employment history with a minimum of seven 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. CORE VALUES At Christopher Street Financial, we live by our Core values and seek team members who: Are approachable and even-tempered Operate with humility, prioritizing the team Are reliable Demonstrate initiative with a can-do attitude COMPENSATION AND BENEFITS Christopher Street Financial offers market competitive compensation based on professional experience. The salary range for this role in New York City is $143,500 - $222,500, plus an annual bonus based on individual and firm-wide performance. In addition, key members of the CSF team who demonstrate dedication through years of service and contribution to the growth of the firm may have the opportunity to participate in other long-term incentive offerings, including a growth incentive plan. Christopher Street Financial values learning and growth. We invest in every team member's professional and personal development. Our career tracks provide opportunities for increasing professional responsibility and reward. We offer the following competitive benefits: Hybrid Work - Mondays, Tuesdays, and Thursdays are in-office; Wednesdays and Fridays are optional work-from-home (subject to change) Paid Vacation - 23 days Paid Holidays - 10 days based on the NYSE holiday calendar Paid Family Leave Medical Benefits - 4 options, including a 100% employer-funded option Dental Benefits - 3 options, including a 100% employer-funded option Vision Benefits Health Savings Account (HSA), Flexible Spending Account (FSA), and Dependent Care Flexible Savings Account (DC FSA), and pre-tax Commuting Benefits options Group Life and Disability Insurance options 401(k) with up to 3% employer match Charitable Giving Match - up to $250 employee-directed Additional benefits including Financial Planning Assistance, Legal Guidance, Estate Guidance, and Identity Theft Assistance WHAT COMES NEXT If interested in pursuing this opportunity, please apply through this job posting, submit your resume, and answer the application questions. CSF is an equal opportunity employer. We are committed to creating a diverse and inclusive company culture, and do not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law. Christopher Street Financial is committed to the full inclusion of all qualified individuals. As part of this commitment, CSF will ensure that persons with disabilities are provided reasonable accommodations. BENEFITS: Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees). DISCLOSURE: By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements: You acknowledge that if hired, Bluespring Wealth Partners 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 Bluespring Wealth Partners 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. Bluespring Wealth Partners prohibits any such discrimination or harassment. 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.

Created: 2024-11-09