CSI Group · 3 months ago
Lead Advisor
Wall Township, New Jersey, United States
Full-time
Onsite
Mid, Senior Level
3+ years expCSI Group is a leading financial services firm transforming how America’s middle class experiences financial security. As a Lead Advisor, you will be responsible for ensuring branch success, delivering comprehensive financial guidance, and fostering a culture of excellence across your team.
Responsibilities
Provide day-to-day leadership and operational oversight of designated branch locations
Supervise, coach, and mentor Member Services Representatives (MSRs) and branch support staff to achieve individual and team goals
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
Partner with the Director of Member Advisory Services on talent development plans, succession planning, and ongoing skills training
Deliver holistic financial advice tailored to members’ needs, including retirement planning, investment management, and estate planning
Lead branch-level tax preparation and planning services, ensuring accuracy, compliance, and proactive strategies
Provide supporting solutions that align with members’ goals, including introductions to CSI Law for legal planning needs and Restore offerings for financial well-being
Maintain strong technical expertise in financial products, tax law, and compliance requirements, serving as a subject matter expert for both members and staff
Serve as an escalation point for complex member needs, ensuring resolution with professionalism and care
Build and sustain long-term relationships with members, acting as a trusted advisor who understands their evolving financial goals
Ensure all member interactions are consistent, personalized, and aligned with CSI’s promise of confidence, service, and integrity
Monitor and address member feedback, service scores, and engagement metrics to continuously improve satisfaction and retention
Partner closely with Member Advisory Operations, Financial Operations, and corporate teams to align branch initiatives with companywide strategy
Contribute to the design and implementation of Standard Operating Procedures (SOPs) that enhance efficiency and service quality
Actively participate in firmwide programs, campaigns, and events that support member growth and engagement
Collaborate with compliance teams to ensure adherence to regulations, policies, and ethical standards
Drive branch performance by meeting or exceeding advisory, tax, and member service KPIs
Support new member acquisition through referrals, networking, and participation in community events
Identify and act on opportunities to connect members with CSI’s full suite of services—including CSI Law, Restore, and other solutions that deliver long-term value
Contribute to local brand awareness by representing CSI Group in community partnerships and professional organizations
Qualification
Required
Bachelor's degree in Finance, Accounting, Business, or related field
Enrolled Agent (EA) License
3+ years of financial services experience, with a focus on advisory and/or tax preparation
Demonstrated leadership experience managing one or more branch offices, advisory teams, or comparable operations
Strong knowledge of financial products, tax regulations, compliance standards, and industry best practices
Proven track record of delivering exceptional member service, with the ability to build trust and exceed expectations
Excellent communication, relationship-building, and coaching skills with the ability to inspire and lead teams
Results-oriented mindset with the ability to balance strategic leadership and hands-on client service delivery
Commitment to continuous learning, professional development, and industry certifications
Company
CSI Group
CSI Group | Simplifying Financial Security for America’s Middle Class.
51-200 employees
H1B Sponsorship
CSI Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
2023 (4)
2022 (2)
2021 (2)
2020 (2)
Funding
Current Stage
Growth StageCompany data provided by crunchbase