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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 one-stop 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.

Role Overview

The Servicing Financial Advisor plays a critical role in helping members achieve financial confidence and long-term security. In this role, you will work both independently and alongside Lead Advisors to provide personalized financial guidance to CSI Group’s diverse and growing member base. CSI provides all client relationships—there is no obligation to prospect or bring on new clients.

You will focus on delivering exceptional service, building lasting relationships, and providing tailored financial advice that aligns with CSI’s mission and CAPTAG values.

Key Responsibilities

Financial Planning & Advisory

• Work independently and collaboratively with Lead Advisors to create and implement personalized financial plans.
• Evaluate members’ goals, risk tolerance, and financial situations to design actionable investment and planning strategies.
• Provide comprehensive guidance across investments, insurance, retirement, and estate planning.
• Build and manage customized portfolios tailored to each client’s financial objectives.
• Continuously monitor member plans, providing proactive adjustments based on life changes and market conditions.
• Collaborate with internal specialists to deliver seamless, coordinated support for every member.

Client Relationship Management

• Build and maintain long-term, trust-based relationships with CSI members provided through the firm.
• Conduct regular meetings—independently or jointly with Lead Advisors—to review financial plans and portfolio performance.
• Communicate financial concepts and recommendations clearly and confidently.
• Serve as a consistent, reliable point of contact to ensure every member’s needs are met promptly and professionally.

Business Growth & Collaboration

• Partner with Lead Advisors and CSI leadership to deliver an exceptional member experience.
• Participate in educational events, workshops, and community outreach to strengthen member engagement.
• Contribute to a collaborative team culture that reflects CSI’s CAPTAG values.

Operational Excellence

• Maintain accurate records and ensure compliance with firm and regulatory standards.
• Conduct ongoing research to stay current on market trends and member solutions.
• Demonstrate accountability, attention to detail, and professionalism in every interaction.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Five or more years in the financial services industry working directly with clients.
• Three or more years of advisory experience, including creating and customizing financial plans and portfolios.
• Series 65 license required.
• Life Insurance license required.
• Strong understanding of investment products, risk management, and retirement strategies.
• Excellent interpersonal, communication, and presentation skills.
• Proven ability to work both independently and collaboratively as part of a team.
• Commitment to integrity, accountability, and a client-first mindset.

Ideal Attributes

• Passion for helping families achieve financial confidence and peace of mind.
• Entrepreneurial mindset with strong self-motivation and follow-through.
• Team-oriented and collaborative, aligned with CSI’s CAPTAG culture.
• Adaptable, detail-oriented, and driven by continuous learning and growth.

Why Join CSI Group Advisors

• No prospecting or client acquisition required — CSI provides all clients.
• Opportunity to work both independently and alongside experienced Lead Advisors.
• Exposure to a large and expanding member base with diverse financial needs.
• Purpose-driven organization focused on empowering America’s middle class.
• Competitive compensation structure, professional growth, and advancement opportunities.