Servicing Financial Advisor

Job overview

The Servicing Financial Advisor role is onsite in Wall Township, NJ. Compensation is not specified; the posting describes a competitive compensation structure. CSI Group provides personalized financial planning, tax, and estate solutions to help individuals and families pursue financial security. The advisor works independently and with Lead Advisors to create and implement personalized financial plans, manage portfolios, and maintain long-term member relationships. The role supports members’ financial goals through guidance across investments, insurance, retirement, and estate planning; CSI provides the client relationships, so prospecting is not required.

What you'll do

• Create and implement personalized financial plans
• evaluate member goals, risk tolerance, and financial situations
• provide guidance on investments, insurance, retirement, and estate planning
• build and monitor customized portfolios
• meet with members to review plans and performance
• maintain accurate records and regulatory compliance
• collaborate with Lead Advisors and internal specialists.

What we're looking for

Skills & competencies

financial advisor

financial planning

wall township nj

csi group

investment advice

retirement planning

estate planning

portfolio management

series 65

life insurance license

client relationships

Work arrangement

• Weekend coverage required

Benefits & perks

• Professional growth and advancement opportunities
• opportunity to work with experienced Lead Advisors
• CSI provides client relationships.

Why this role

CSI provides all client relationships; no prospecting or client acquisition is required. Series 65 and life insurance licenses are required.

About the employer

CSI Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.