Advisor

Job Description

Job Description

Salary :

Join CSI Group A Thriving Career Awaits You!

CSI Group is a leading financial services firm dedicated to enriching lives and legacies by providing personalized services that guide individuals and families to achieve lasting financial prosperity.

We specialize in financial planning, tax preparation, and estate planning , offering a comprehensive suite of services tailored to meet the unique needs of middle-class individuals and families. Our mission is rooted in the belief that financial security and expert guidance should be accessible to everyonenot just the wealthy.

Through our one-stop-shop approach , we make high-quality financial services both affordable and accessible , empowering clients to confidently navigate their financial journeys and secure brighter futures for themselves and their loved ones.

Join CSI Group and become part of a team that is transforming lives and communities by delivering meaningful, lasting financial solutions. Be part of a team that values your contributions and invests in your growth!

Job Summary :

The Tax and Financial Services Advisor is responsible for providing comprehensive financial planning and tax advisory services to clients. This role involves analyzing clients' financial situations, developing strategies to meet their financial goals, ensuring compliance with tax laws, and maximizing tax efficiency. The advisor will work closely with clients to build long-term relationships based on trust, professionalism, and excellent service.

Key Responsibilities :

• Financial Planning and Advisory :

Assess clients' overall financial situation, including income, expenses, savings, investments, and retirement goals.

Advise clients on tax-related matters, including income tax, estate tax, capital gains tax, and other applicable taxes.

Build and maintain strong relationships with clients through regular communication and personalized service.

Conduct thorough research on market trends, financial products, and tax laws to provide informed advice.

Ensure all financial and tax advisory activities comply with relevant laws, regulations, and company policies.

Qualifications :