Financial Services Specialist

Job Description

Job Description

Salary: $60,000 +

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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 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 Specialist

Position Purpose:
The Financial Services Specialist supports the Financial Services Team in the implementation of investments, operations, and client service for the Investment Services program. A fully licensed assistant shares many of the same responsibilities as the Financial Advisor to ensure clients receive the same level of service in the Financial Advisors absence.

Key Responsibilities:

Investment and Client Support:

• Develop a general understanding of the firms investment products and assist clients with their needs when the Financial Advisor is unavailable.
• With the same licensing as the Financial Advisor, contribute to increasing service levels and production.
• Assist in the efficient operation of the Investment Services program by managing the Financial Advisors appointment schedule.
• Provide administrative support to the Financial Advisor, including managing client interactions and processing orders (if licensed).

Operations and Service Support:

• Coordinate and maintain the Financial Advisors daily workflow and appointments.
• Address client inquiries and assist in resolving concerns.
• Keep up-to-date with the financial institutions investment product offerings and changes.
• Perform other administrative and operational duties as required.

Qualifications:

• Ideal candidate would have experience using Charles Schwab, LPL ClientWorks.
• Active and clean General Securities license (Series 7) and Life/Health Insurance licensing.
• A four-year degree in Finance or a related field is preferred.
• Highly organized with a self-starting attitude.
• Proficiency in office tools, including Microsoft Word and Excel.
• Demonstrate the ability to identify, research, and solve problems quickly.
• Excellent interpersonal skills with the ability to interact professionally with colleagues, clients, and dealers.
• Strong listening skills, quick learning ability, and efficient work organization.
• Ability to work with minimal supervision and adapt to shifting priorities as needed.

Key Competencies:

• Strong problem-solving and critical thinking skills.
• High level of professionalism and customer service orientation.
• Ability to manage multiple tasks and adapt to changing priorities.

This role offers an excellent opportunity for individuals passionate about financial services who want to contribute to a dynamic team while supporting clients in achieving their financial goals. If you are organized, proactive, and ready to support a Financial Advisors efforts, we encourage you to apply.