Financial Services Associate

CSI Group • Wall Township, NJ

2d • Onsite

About The Position

CSI Group is a leading financial services firm dedicated to transforming how America's middle class achieves financial security. They provide personalized financial planning, tax, and estate solutions to empower individuals and families towards lasting prosperity, aiming to simplify financial security and remove uncertainty. The company envisions becoming the most trusted financial partner nationwide, offering expert financial guidance that is accessible and affordable through a one-stop approach. CSI Group leverages innovation and technology, including artificial intelligence and modern tools, to enhance member service, streamline team experiences, and scale their impact while maintaining a personal connection. The company operates by its CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset, which guide their work, service, and collective growth, embracing change and technological opportunities. The Financial Services Associate role is an entry point into financial services, supporting the Financial Services Team with wealth management operations, member service, and administrative functions for the Wealth Management Services program. This position offers hands-on exposure to wealth management products, member interactions, and operational workflows under the guidance of experienced Financial Advisors.

Requirements

• 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
• 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

Nice To Haves

• Bachelor's degree in Finance, Business, or a related field
• Relevant coursework or internship experience (considered)
• Series 7 license
• Life/Health Insurance licensing
• Familiarity with platforms such as Charles Schwab or LPL, Redtail

Responsibilities

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees