Lead Advisor

Join CSI Group – A Thriving Career Awaits You! About CSI Group

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 CSI
360™ 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.

The Lead Advisor is the driving force behind branch success at CSI Group. As the senior client-facing professional at the branch level, the Lead Advisor owns the full CSI
360™ member experience, from first engagement through long-term financial partnership. This role combines the expertise of a credentialed financial and tax advisor, a branch operator, and a people leader, responsible for growing a loyal member base, delivering integrated financial and tax solutions, and leading a high-performing team of Member Services Representatives.

The Lead Advisor is accountable for branch production, member satisfaction, and team development. This is a role for a motivated, relationship-driven professional who takes pride in making a real difference in the financial lives of everyday Americans and building a branch culture rooted in CSI’s CAPTAG values.

• Serve as the primary financial advisor for branch members, delivering personalized guidance across tax, investment advisory, and estate planning services.
• Guide members through the full CSI
  360™ journey, identifying needs, recommending solutions, and building trusted long-term relationships that support their financial well-being.
• Conduct member meetings, financial reviews, and planning sessions with professionalism, clarity, and a genuine commitment to member outcomes.
• Serve as the escalation point for complex member situations, including IRS matters, resolving issues with care and expertise.
• Champion a member-first culture throughout the branch, modeling the standard for exceptional service.

• Oversee the delivery of tax services at the branch level, ensuring accuracy, compliance, and a high-quality member experience throughout tax season and year-round.
• Leverage Enrolled Agent credentials to represent members before the IRS in examinations, collections, and appeals, serving as the branch’s trusted authority on federal tax matters.
• Supervise and support the Associate Advisor and branch team in tax preparation workflows, quality review, and timely filing.
• Stay current on federal and state tax law changes, IRS guidance, and continuing education requirements to maintain EA licensure.
• Identify tax planning opportunities that deepen member relationships and connect members to broader CSI advisory services.

• Own branch production targets including new member acquisition, assets under management (AUM) growth, tax client retention and expansion, and referral…