Lead Advisor

Join CSI Group A Thriving Career Awaits You!

CSI Group is a leading financial services firm transforming how America's 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 America's middle class.

Our vision is to become the most trusted financial partner on every main street in America. Through our CSI360 approach, we make expert financial guidance accessible and affordable for all, because everyone deserves confidence in their financial future.

We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it.

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

These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people.

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

Key Responsibilities

• Provide day-to-day leadership and operational oversight of designated branch locations, ensuring every team member is equipped to deliver the CSI360 experience.
• Supervise, coach, and mentor Member Services Representatives (MSRs) and branch support staff to achieve individual and team goals rooted in the CSI360 service model.
• 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 CSI's values and brings the CSI360 promise to life at the branch level.
• Partner with the Director of Member Advisory Services on talent development plans, succession planning, and ongoing skills training aligned to CSI360 delivery standards.

Financial Advisory & Tax Services

• Deliver holistic financial advice through the CSI360 framework, guiding members across retirement planning, investment management, tax strategy, and estate planning in a fully integrated experience.
• Lead branch-level tax preparation and planning services as a core pillar of the CSI360 offering, ensuring accuracy, compliance, and proactive member strategies.
• Maintain strong technical expertise in financial products, tax law, investment advisory regulations, estate planning, and compliance requirements, serving as the branch subject matter expert for CSI360 delivery.
• Serve as the escalation point for complex member needs, resolving challenges with the professionalism and care that defines the CSI360 member experience.

Member Experience & Relationship Management

• Build and sustain long-term relationships with members, serving as their trusted CSI360 advisor and guiding them through every stage of their financial journey.
• Ensure every member interaction is consistent, personalized, and aligned with the CSI360 promise of confidence, service, and integrity.
• Monitor and act on member feedback, service scores, and engagement metrics to continuously strengthen CSI360 delivery and overall member satisfaction.
• Champion a member-first mindset across the branch, reinforcing that CSI360 is not a transaction, it is a relationship.

Cross-Functional Collaboration

• Partner closely with Member Advisory Operations, Financial Operations, and corporate teams to align branch initiatives with the CSI360 strategy and companywide priorities.
• Contribute to the design and implementation of Standard Operating Procedures (SOPs) that enhance the consistency and quality of the CSI360 experience.
• Actively participate in firmwide programs, campaigns, and events that support member growth and reinforce the CSI360 brand.
• Collaborate with compliance teams to ensure all CSI360 service delivery adheres to regulations, policies, and ethical standards.

Business Growth & Community Engagement

• Drive branch performance by meeting or exceeding advisory, tax, and member service KPIs tied to CSI360 outcomes.
• Support new member acquisition through referrals, networking, and community engagement that introduces prospective members to the CSI360 difference.
• Identify and act on every opportunity to deepen member relationships by connecting them with the full CSI360 suite of financial planning, tax, and estate planning solutions.
• Represent CSI Group and the CSI360 brand in community partnerships and professional organizations, building local awareness and trust.

Qualifications & Skills

• Bachelor's degree in Finance, Accounting, Business, or related field (preferred); Enrolled Agent (EA) License required.
• Series 65 license required (or willingness to obtain; support provided).
• 3+ years of financial services experience, with a focus on advisory and/or tax preparation; experience delivering comprehensive, multi-discipline financial solutions preferred.
• Demonstrated leadership experience managing one or more branch offices, advisory teams, or comparable operations.
• Strong knowledge of financial products, tax regulations, estate planning, compliance standards, investment advisory requirements, and industry best practices.
• Proven track record of delivering exceptional member service, with the ability to build trust and guide members through complex financial decisions.
• Excellent communication, relationship-building, and coaching skills with the ability to inspire teams to deliver at the highest level.
• Results-oriented mindset with the ability to balance strategic leadership and hands-on CSI360 member service delivery.
• Commitment to continuous learning, professional development, and industry certifications that strengthen CSI360 expertise.