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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 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.

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 CSI360 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 CSIs CAPTAG values.

Key Responsibilities

Member Advisory & Relationship Management

• 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 CSI360 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.

Tax Services & Enrolled Agent Responsibilities

• 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 branchs 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.

Branch Production & Growth

• Own branch production targets including new member acquisition, assets under management (AUM) growth, tax client retention and expansion, and referral generation.
• Drive outbound and inbound member engagement campaigns to grow the branch pipeline, reactivate lapsed members, and deepen relationships with existing members.
• Identify and pursue community-level opportunities to expand CSIs presence and grow the branch member base.
• Collaborate with the Director of Member Advisory Services on branch performance, growth strategies, and market opportunities.
• Monitor key branch metrics and take proactive steps to close performance gaps and capitalize on growth opportunities.

Team Leadership & Development

• Directly manage, coach, and develop a team of Member Services Representatives and Senior Member Services Representatives.
• Set clear performance expectations, conduct regular one-on-ones, and provide ongoing feedback that drives individual and team growth.
• Lead branch huddles and team meetings that align the team on priorities, campaigns, and member experience standards.
• Partner with the People team on hiring, onboarding, performance management, and recognition for branch staff.
• Foster a branch culture that reflects CSIs CAPTAG values and creates an environment where team members thrive.

Campaign & Outreach Leadership

• Direct the planning and execution of outbound and inbound member campaigns, including seasonal tax outreach, financial review campaigns, referral programs, and member reactivation efforts.
• Assign campaign responsibilities to the Senior MSR and MSR team, providing clear direction and monitoring execution quality and member response.
• Review campaign results and member pipeline activity regularly, adjusting strategies to optimize engagement and conversion.
• Ensure all outreach activity reflects CSIs standards for professionalism, compliance, and member care.

Branch Operations & Compliance

• Oversee the day-to-day operational health of the branch, ensuring processes, documentation, and workflows meet CSI standards.
• Maintain compliance with all applicable regulatory requirements, internal SOPs, and industry standards.
• Partner with the Director of Member Advisory Services and compliance leadership to address any operational or regulatory concerns promptly.
• Ensure accurate and up-to-date member records across all CSI platforms and systems.

Qualifications & Skills

• Bachelors degree in Finance, Business, or a related field required; advanced degree or additional professional designations a plus.
• 5 or more years of experience in financial advisory, wealth management, or financial services, with a demonstrated track record of production growth and client relationship management.
• Enrolled Agent (EA) license required; active IRS credentialing and continuing education must be maintained throughout employment.
• Series 65 license required (or commitment to obtain within a defined period per CSIs licensing program).
• Proven experience leading, coaching, and developing a service or advisory team.
• Strong business development skills with experience driving outbound and inbound member engagement campaigns.
• Exceptional interpersonal and communication skills with the ability to build trust quickly and explain complex financial and tax concepts clearly.
• Highly organized and results-oriented, with the ability to manage branch operations and advisory responsibilities simultaneously.
• Comfortable with CRM systems, tax preparation platforms, financial planning tools, and Microsoft Office Suite.