Financial Services Associate

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 one-stop approach, we make expert financial guidanceaccessible 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.

Financial Services Associate

Position Purpose:

The Financial Services Associate supports the Financial Services Team with wealth management operations, member service, and administrative functions for the Wealth Management Services program. This role is an entry point into financial services, offering hands‑on exposure to wealth management products, member interactions, and operational workflows under the guidance of experienced Financial Advisors.

Key Responsibilities:

Wealth Management and Member Support:

• Develop foundational knowledge of the firm's wealth management products and services
• Assist Financial Advisors in delivering consistent service to members, including managing inquiries when the Advisor is unavailable
• Support scheduling and coordination of the Financial Advisor's appointment calendar
• Provide administrative assistance with member interactions and order processing as licensure and experience allow

Operations and Service Support:

• Coordinate daily workflow and appointment management for assigned Financial Advisors
• Respond to member inquiries and escalated concerns appropriately
• Maintain awareness of current wealth management product offerings and updates
• Perform operational and administrative duties as assigned to support team efficiency

Qualifications:

• Bachelor's degree in Finance, Business, or a related field preferred; relevant coursework or internship experience considered
• Series 7 license preferred; candidates actively pursuing licensure are encouraged to apply
• Life/Health Insurance licensing a plus
• Familiarity with platforms such as Charles Schwab or LPL, Redtail is a plus but not required
• Proficiency in Microsoft Word and Excel
• Strong organizational skills with a proactive, self-starting attitude
• Excellent interpersonal and communication skills
• Ability to manage multiple priorities and work with minimal supervision

Key Competencies:

• Eagerness to learn and grow within the financial services industry
• Strong attention to detail and problem-solving ability
• Professional member service orientation
• Adaptability and team-player mindset consistent with CSI Group's CAPTAG values

This is an excellent opportunity for early-career professionals who are passionate about financial services and eager to build a career in a supportive, growth-oriented environment. If you are organized, curious, and ready to contribute to a high-performing team, we encourage you to apply.

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