Lead Advisor

Job Description

Job Description

Salary :

Join CSI Group A Thriving Career Awaits You!

CSI Group Where Our People, Our Purpose, and Our Future Meet

About CSI Group

CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity.Our mission is simple yet powerful : to simplify financial security and remove uncertainty for Americas middle class.

Our vision is to become the most trusted financial partner on every main street in America.Through our one-stop approach, we make expert financial guidance accessible and affordable for allbecause everyone deserves confidence in their financial future.

At CSI Group, we live by our CAPTAG values : Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.

These values arent just words, they shape how we work, how we serve, and how we grow together.

Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.

As a Lead Advisor, you are both a strategic leader and hands-on advisor responsible for ensuring branch success, delivering comprehensive financial guidance, and fostering a culture of excellence across your team. You play a critical role in aligning branch operations with CSI Groups corporate objectives, building long-term member relationships, and setting the standard for advisory and tax services.

The Lead Advisor will play a critical role in aligning branch operations with CSI Groups corporate objectives, building long-term member relationships, and setting a high standard for advisory and tax services.

Key Responsibilities

Branch Leadership & People Development

• Provide day-to-day leadership and operational oversight of designated branch locations.
• Supervise, coach, and mentor Member Services Representatives (MSRs) and branch support staff to achieve individual and team goals.
• Conduct regular one-on-one check-ins, branch meetings, and performance reviews to drive accountability and growth.
• Foster a high-performance, collaborative, and member-focused culture that reflects CSIs values.
• Partner with the Director of Member Advisory Services on talent development plans, succession planning, and ongoing skills training.

Financial Advisory & Tax Services

Member Experience & Relationship Management

Cross-Functional Collaboration

Business Growth & Community Engagement

Qualifications & Skills