Kestra Financial · 12 hours ago
Advisor II
475 Park Ave S, New York, NY 10016, USA
Full-time
Hybrid
Senior Level
5+ years expKestra Financial is a growing financial planning and wealth management firm based in New York City, dedicated to serving a diverse clientele. As an Associate Financial Advisor, you will work closely with Senior Advisors to manage client relationships, develop financial plans, and ensure exceptional client experiences while collaborating within a team environment.
BankingConsultingFinanceFinancial Services
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
Be a self-starter with a demonstrated history of initiative and a strong sense of personal ownership and accountability
Contribute to advancing long‑term company goals and initiatives
Collaborate effectively across teams with clear expectations and constructive feedback
Qualification
Required
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
Benefits
401(k)
Health insurance
A competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Christine Brown
Head of Advanced Planning
Recent News
2025-11-20
Company data provided by crunchbase