Lead Advisor
Employment type
Full-time
Work setting
On-site
Location
New York, NY
Schedule
Day shift
Posted
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Job overview
The Lead Advisor is an onsite, full-time position located in New York, NY. This role supports the branch operations at CSI Group, a financial services firm focused on providing personalized financial planning, tax, and estate solutions. This role exists to provide leadership and operational oversight for branch locations, supervise advisory staff, and deliver holistic financial advice through the CSI360 framework. The Lead Advisor ensures consistent service delivery, drives branch performance, and builds long-term relationships with members.
What we're looking for
- Skills & competencies
- full-timeday shiftnew york nycsi grouplead advisorfinancial servicesleadershiponsitetaxestate planning
- Work arrangement
- Weekend coverage required
About the employer
CSI Group is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Direct Health and Medical Insurance Carriers
- Occupation code
- 13-2052.00
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Listing ID: 683d6e3c-a015-43af-8c8d-24b7ddf2b73d