Senior Advisor

CSI Group

. Run CSI360™ meetings for members in the pod as the primary activity .

Posted 10/12/2026full-timeBrooklyn • New York • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services, including wealth management, estate planning, and tax preparation, while effectively managing member interactions and maintaining accurate CRM records. Exhibits strong interpersonal skills and the ability to make informed qualification decisions in a high-volume meeting environment.

Highest-signal resume keywords

Financial Services ExperienceWealth Management KnowledgeTax Preparation SkillsCRM ProficiencyInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementEstate PlanningTax PreparationCross-Sell OpportunitiesQualification Decision Making

Soft Skills

Interpersonal SkillsOrganizational SkillsResults-Oriented MindsetTrust BuildingDiscovery Skills

Tools & Technologies

CoAdvisorCRM SystemsMicrosoft Office SuiteTax Preparation Platforms

Industry Keywords

Financial AdvisoryMember-Facing RolePipeline HygieneMeeting CoordinationAsset Protection

About the role

Key responsibilities & impact

Run CSI360™ meetings for members in the pod as the primary activity
Use CoAdvisor in every CSI360™ meeting to guide conversations and inform qualification
Coordinate attendance of the Lead Advisor whenever available
Assess members’ needs across wealth management and retirement planning, estate planning, and life insurance and asset protection
Determine whether members qualify for follow-up meetings with a Financial Advisor, an Attorney, or both
Make the final qualification decision and apply consistent qualification standards
Record the outcome of every CSI360™ meeting in the CRM
Close unqualified opportunities as lost with clear reasons
Create stage 4 deals and schedule follow-up meetings for qualified members
Book follow-up meetings in the room whenever possible and hand off unbooked meetings to the Executive Assistant
Follow all pod opportunities across wealth management, estate planning, and life insurance
Own pod pipeline accuracy and ensure Financial Advisor pipeline reporting is accurate
Partner with Lead Advisors on CSI360™ scheduling commitments
Partner with the Growth and Development Advisor to prioritize members for meetings
Build a full CSI360™ calendar
Complete a portion of tax preparation during the transition year
Support the transition of tax preparation to Lead Advisors
Avoid managing or supervising other advisors and service teams
Avoid delivering wealth management services or drafting, preparing, or executing legal documents
Do not own opportunities past stage 4

Requirements

What you’ll need

Bachelor’s degree in finance, Business, or a related field preferred; equivalent professional experience considered
5 or more years of experience in financial services, tax, wealth management, or a member-facing advisory role
Demonstrated record of identifying and converting cross-sell opportunities
Working knowledge of tax preparation, retirement and wealth planning concepts, estate planning fundamentals, and life insurance and asset protection needs
Sound, independent judgment and confidence to make and stand behind a clear qualification decision
Exceptional interpersonal and discovery skills
Ability to build trust quickly and explore sensitive financial topics with clarity and care
Strong discipline in CRM usage, pipeline hygiene, and accurate record keeping
Comfortable working with AI-enabled tools, including CoAdvisor
Comfortable working with CRM systems, tax preparation platforms, and Microsoft Office Suite
Highly organized and results-oriented
Ability to manage a high-volume meeting calendar

Benefits

Comp & perks

Hybrid work arrangement
Full-time employment