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© All Rights Reserved. ApplyBlast.com
Christopher Street Financial
The Service Advisor at Christopher Street Financial plays an integral role in client coverage teams, collaborating with Senior Advisors to manage client relationships, assist with portfolio strategy, and execute new business opportunities. This position requires a self-starter who embraces teamwork and is passionate about serving clients, colleagues, and the community. The role involves establishing strong connections with existing clients while building new relationships to support the firm's growth.
Christopher Street Financial is a New York City based financial planning and wealth management firm focusing on the LGBTQ+ community and allies. Our financial advisors provide professional financial planning and investment services nationwide.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Christopher Street Financial.
51% above the average for this role