Service Advisor
Kestra Financial · New York City, New York, US
Who We Are: Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City, with clients nation...
Job description
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. Christopher Street Financial was founded in 1981 as the first company committed to providing financial advice and investment services to the LGBTQ+ 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 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, 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 fiduciarie...