- 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
What You Bring:
- 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 to CRM systems (Salesforce preferred)
- Must be able to provide proof that you are eligible to work legally in the United States