Lead Advisor

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.

• Provide day-to-day leadership and operational oversight of designated branch locations, ensuring every team member is equipped to deliver the CSI
  360™ experience.
• Supervise, coach, and mentor Member Services Representatives (MSRs) and branch support staff to achieve individual and team goals rooted in the CSI
  360™ 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 CSI
  360™ 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 CSI
  360™ delivery standards.

• Deliver holistic financial advice through the CSI
  360™ 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 CSI
  360™ 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 CSI
  360™ delivery.
• Serve as the escalation point for complex member needs, resolving challenges with the professionalism and care that defines the CSI
  360™ member experience.

• Build and sustain long-term relationships with members, serving as their trusted CSI
  360™ advisor and guiding them through every stage of their financial journey.
• Ensure every member interaction is consistent, personalized, and aligned with the CSI
  360™ promise of confidence, service, and integrity.
• Monitor and act on member feedback, service scores, and engagement metrics to continuously strengthen CSI
  360™ delivery and overall member satisfaction.
• Champion a member-first mindset across the branch, reinforcing that…