Service Advisor

Responsibilities 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 manner 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 Qualifications 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 five 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 with 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. Benefits 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 Disclosure 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. #J-18808-Ljbffr Kestra Financial