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Job DescriptionSalary: Join CSI Group A Thriving Career Awaits You! CSI Group is a leading financial services firm dedicated to enriching lives and legacies by providing personalized services that guide individuals and families to achieve lasting financial prosperity. We specialize in financial planning, tax preparation, and estate planning, offering a comprehensive suite of services tailored to meet the unique needs of middle-class individuals and families. Our mission is rooted in the belief that financial security and expert guidance should be accessible to everyonenot just the wealthy. Through ourone-stop-shop approach, we make high-quality financial services bothaffordable and accessible, empowering clients to confidently navigate their financial journeys and secure brighter futures for themselves and their loved ones. Join CSI Group and become part of a team that is transforming lives and communities by delivering meaningful, lasting financial solutions. Be part of a team that values your contributions and invests in your growth! Job Summary: The Tax and Financial Services Advisor is responsible for providing comprehensive financial planning and tax advisory services to clients. This role involves analyzing clients' financial situations, developing strategies to meet their financial goals, ensuring compliance with tax laws, and maximizing tax efficiency. The advisor will work closely with clients to build long-term relationships based on trust, professionalism, and excellent service. Key Responsibilities: • Financial Planning and Advisory:, • Assess clients' overall financial situation, including income, expenses, savings, investments, and retirement goals., • Develop personalized financial plans tailored to clients' specific needs and goals., • Provide investment advice, retirement planning, and wealth management services., • Monitor clients financial status and adjust plans as necessary., • Tax Planning and Compliance:, • Advise clients on tax-related matters, including income tax, estate tax, capital gains tax, and other applicable taxes., • Prepare and review tax returns for individuals, businesses, and other entities., • Identify tax-saving opportunities and ensure clients take advantage of tax deductions and credits., • Stay up-to-date with changes in tax laws and regulations to provide accurate and timely advice., • Assist clients with tax audits and represent them before tax authorities if needed., • Client Relationship Management:, • Build and maintain strong relationships with clients through regular communication and personalized service., • Conduct client meetings to review financial status, discuss strategies, and update plans., • Respond promptly to client inquiries and provide ongoing support and advice., • Research and Analysis:, • Conduct thorough research on market trends, financial products, and tax laws to provide informed advice., • Analyze complex financial and tax data to identify trends and opportunities for clients., • Compliance and Reporting:, • Ensure all financial and tax advisory activities comply with relevant laws, regulations, and company policies., • Maintain accurate and confidential client records and documentation., • Prepare reports and documentation for internal and external audits. Qualifications: • Bachelor's degree in Finance, Accounting, Economics, or professional certification (e.g., CPA, CFP, CFA) is preferred., • Proven experience in tax preparation, financial planning, or a related field., • Strong understanding of tax laws, financial regulations, and investment strategies., • Excellent analytical skills with attention to detail., • Proficient in financial planning software and tools., • Strong interpersonal and communication skills., • Ability to work independently and manage multiple client accounts., • High ethical standards and a commitment to maintaining client confidentiality.

Job DescriptionSalary: Join CSI Group A Thriving Career Awaits You! CSI Group Where Our People, Our Purpose, and Our Future Meet About CSI Group CSI Group is a leading financial services firm transforming how Americas 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 Americas 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 guidance accessible and affordable for allbecause everyone deserves confidence in their financial future. At CSI Group, we live by our CAPTAG values:Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. As a Lead Advisor, you are both a strategic leader and hands-on advisor responsible for ensuring branch success, delivering comprehensive financial guidance, and fostering a culture of excellence across your team. You play a critical role in aligning branch operations with CSI Groups corporate objectives, building long-term member relationships, and setting the standard for advisory and tax services. The Lead Advisor will play a critical role in aligning branch operations with CSI Groups corporate objectives, building long-term member relationships, and setting a high standard for advisory and tax services. Key Responsibilities Branch Leadership & People Development • Provide day-to-day leadership and operational oversight of designated branch locations., • Supervise, coach, and mentor Member Services Representatives (MSRs) and branch support staff to achieve individual and team goals., • Conduct regular one-on-one check-ins, branch meetings, and performance reviews to drive accountability and growth., • Foster a high-performance, collaborative, and member-focused culture that reflects CSIs values., • Deliver holistic financial advice tailored to members needs, including retirement planning, investment management, and estate planning., • Lead branch-level tax preparation and planning services, ensuring accuracy, compliance, and proactive strategies., • Provide supporting solutions that align with members goals, including introductions to CSI Law for legal planning needs and Restore offerings for financial well-being., • Maintain strong technical expertise in financial products, tax law, and compliance requirements, serving as a subject matter expert for both members and staff., • Build and sustain long-term relationships with members, acting as a trusted advisor who understands their evolving financial goals., • Ensure all member interactions are consistent, personalized, and aligned with CSIs promise of confidence, service, and integrity., • Partner closely with Member Advisory Operations, Financial Operations, and corporate teams to align branch initiatives with companywide strategy., • Contribute to the design and implementation of Standard Operating Procedures (SOPs) that enhance efficiency and service quality., • Actively participate in firmwide programs, campaigns, and events that support member growth and engagement., • Drive branch performance by meeting or exceeding advisory, tax, and member service KPIs., • Support new member acquisition through referrals, networking, and participation in community events., • Identify and act on opportunities to connect members with CSIs full suite of servicesincluding CSI Law, Restore, and other solutions that deliver long-term value., • Contribute to local brand awareness by representing CSI Group in community partnerships and professional organizations. Qualifications & Skills • Bachelors degree in Finance, Accounting, Business, or related field (preferred), Enrolled Agent (EA) License.., • 3+ years of financial services experience, with a focus on advisory and/or tax preparation., • Demonstrated leadership experience managing one or more branch offices, advisory teams, or comparable operations., • Strong knowledge of financial products, tax regulations, compliance standards, and industry best practices., • Proven track record of delivering exceptional member service, with the ability to build trust and exceed expectations., • Excellent communication, relationship-building, and coaching skills with the ability to inspire and lead teams., • Results-oriented mindset with the ability to balance strategic leadership and hands-on client service delivery., • Commitment to continuous learning, professional development, and industry certifications.

Job DescriptionEntry-Level Financial Advisor – Remote / Hybrid Wisepath • OneLegacy Financial GroupLaunch Your Career with Fortune-500-Level Support • Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses., • Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship., • Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice., • Flexibility & Autonomy – Remote or hybrid schedule that supports work-life balance., • Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.What You’ll Do, • Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit., • Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors., • Support Clients – Address questions, surface needs, and introduce insurance and investment solutions., • Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool., • Expand Our Reach – Cultivate channel partners (business owners, associations, community groups).What You’ll Bring, • Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience)., • Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools., • Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession., • Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored).We Provide, • Compensation & Benefits, • W-2 with 7.5 % FICA, • 401(k) with 6 % match, • Medical, dental, vision, life & disability coverage, • National recognition programs and chairman’s trips, • Career Launch Package, • Licensing fees and study materials paid, • Structured 90-day ramp with dedicated mentor, • Marketing leads, digital tools, and administrative support Powered by JazzHR BtNZtCTJ6S

Job DescriptionWe are currently seeking a FITNESS ADVISOR to assist in the financial growth and success of Genesis Health Clubs. Mainly responsible for leading and participating in all sales related areas including prospecting and new member sales. Qualified applicants will be self-motivated, have a strong sales background, along with the ability to work with a team. Previous experience in the health and fitness industry is a bonus. If you are interested in a career where you can hit the ground running please send resumes now!

Job Description Kia Retailers are offering skilled and experienced military Veterans with the opportunity to begin an inspiring career as a Kia Certified Service Technician. To support this Kia Retailer initiative, Kia America, Inc. has established the Kia Veterans Technician Apprenticeship Program (VTAP). Job Description • Diagnose, maintain, and repair Kia vehicles including engine, transmission, steering, suspension, brakes, HVAC, and electrical components, • Complete repair orders and warranty request orders in accordance with established Kia and Retailer policies and procedures, • Test drive vehicles, and analyze, diagnose, and repair components and systems using Kia diagnostic strategies, special equipment, and tools KUS and ERS make no warranties (expressed or implied) or guarantees of employment to any individual seeking to participate in the Kia Veteran Technician Apprenticeship Program (VTAP). All employment decisions are at the discretion of the specific Kia Retailer to which an employment application is made, conditional upon meeting eligibility, skill, and experience requirements to participate in VTAP. Requirements Qualifications • Honorable Discharge, • Valid Drivers License from any state with a clean driving record, • Experience in a technical / mechanical field is required Kia VTAP Apprenticeship Highlights: • Full-time employment with a participating Kia Retailer, • A program designed specifically for Veterans facilitated by Veterans!, • Participation in a one-year competency-based GI Bill approved apprenticeship leading to Kia Service Technician certification, • Access to all tools, equipment, vehicles, and training needed to complete the apprenticeship and certification process, • Eligible Veterans may apply for and receive a substantial GI Bill© Monthly Housing Allowance (MHA) during their apprenticeship