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Job DescriptionSalary: $60,000 - $75,000 per year 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! Position Overview: The Senior Accountant - Business Services Specialist will play a critical role in managing and coordinating tax-related activities for our business clients. This position involves overseeing the preparation, processing, and filing of business taxes, ensuring compliance with all regulatory requirements, and serving as a trusted advisor to clients on tax matters. This includes accounting/bookkeeping work for our business clients. Key Responsibilities: * Lead the tax processing function for business clients, ensuring accurate and timely preparation and filing of federal, state, and local taxes. * Collaborate with clients to gather necessary tax information, including financial records, deductions, credits, and other relevant documents. * Review and analyze financial statements to determine tax liabilities and opportunities for tax savings. * Complete accounting/bookkeeping work in order to meet all deadlines and complete the business tax return. * Ensure compliance with all tax regulations and deadlines, proactively managing the entire tax process from start to finish. * Work closely with the accounting and finance teams to address any tax-related issues or discrepancies. * Stay current on changes in tax laws, regulations, and best practices to provide clients with up-to-date and accurate advice. * Provide clients with strategic guidance on tax planning and optimization to minimize liabilities and maximize benefits. * Assist in the resolution of tax disputes or audits, liaising with tax authorities on behalf of clients when necessary. * Continuously improve processes to enhance the efficiency of tax processing and client service. Qualifications: * Bachelors degree in Accounting, Finance, Business, or a related field. * CPA or Enrolled Agent certification preferred but not required. * Proven experience in tax preparation and processing for businesses. * Strong knowledge of federal, state, and local tax regulations. * Excellent analytical skills and attention to detail. * Ability to manage multiple clients and deadlines in a fast-paced environment. * Strong communication skills and ability to explain complex tax concepts to clients clearly and concisely. * Proficiency in tax software, QuickBooks and Microsoft Office (Excel, Word, etc.).

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

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Job Description We offer extensive training on all aspects of our career; marketing, lead generation, client acquisition, cash flow analysis, and cash flow strategies. We also utilize a mentorship program to help college graduates, career changers, and experienced advisors quickly learn our philosophy and client process. Our advisors are known as Cash Flow Strategists to our clients. A Cash Flow Strategist with our organization has an incredible opportunity to have both time and money freedom in their career. This results-based career is an excellent opportunity for the entrepreneurial-spirited person who enjoys connecting with and helping people. You have the opportunity to build long-term, meaningful relationships with your clients, as you help them financially plan for their biggest life events and goals. At C&A Financial Group we are looking for a very specific individual to be an asset to our organization. This career would be a perfect fit for someone who is: • Goal/Results Motivated, • Very social and outgoing, • Financially Oriented, • Trustworthy, • Self-disciplined, • Excellent at public speaking, • Strong with multi-tasking, • Excited by challenges Wants to: • Have an impactful career, • Build meaningful relationships, • Control their future, • Be an entrepreneur and have their own business, • Continue learning throughout their career, • Have a great work-life balance

Job DescriptionSalary: $75,000 - $200,000+ Servicing Financial Advisor CSI Group Advisors About CSI Group Advisors At CSI Group Advisors, our mission is clear: to simplify financial security and remove uncertainty for Americas middle class. Were a trusted financial partner providing personalized guidance across investments, insurance, financial planning, and retirement strategiesall delivered through a collaborative, values-driven culture built on Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset (CAPTAG). Role Overview The Servicing Financial Advisor plays a critical role in helping members achieve financial confidence and long-term security.In this role, you will work both independently and alongside Lead Advisors to provide personalized financial guidance to CSI Groups diverse and growing member base. CSI provides all client relationshipsthere is no obligation to prospect or bring on new clients. You will focus on delivering exceptional service, building lasting relationships, and providing tailored financial advice that aligns with CSIs mission and CAPTAG values. Key Responsibilities Financial Planning & Advisory • Work independently and collaboratively with Lead Advisors to create and implement personalized financial plans., • Evaluate members goals, risk tolerance, and financial situations to design actionable investment and planning strategies., • Provide comprehensive guidance across investments, insurance, retirement, and estate planning., • Build and manage customized portfolios tailored to each clients financial objectives., • Continuously monitor member plans, providing proactive adjustments based on life changes and market conditions., • Build and maintain long-term, trust-based relationships with CSI members provided through the firm., • Conduct regular meetingsindependently or jointly with Lead Advisorsto review financial plans and portfolio performance., • Communicate financial concepts and recommendations clearly and confidently., • Partner with Lead Advisors and CSI leadership to deliver an exceptional member experience., • Participate in educational events, workshops, and community outreach to strengthen member engagement., • Maintain accurate records and ensure compliance with firm and regulatory standards., • Conduct ongoing research to stay current on market trends and member solutions., • Demonstrate accountability, attention to detail, and professionalism in every interaction. Qualifications • Bachelors degree in Finance, Business, Economics, or a related field., • Five or more years in the financial services industry working directly with clients., • Three or more years of advisory experience, including creating and customizing financial plans and portfolios., • Series 65 license required., • Life Insurance license required., • Strong understanding of investment products, risk management, and retirement strategies., • Excellent interpersonal, communication, and presentation skills., • Proven ability to work both independently and collaboratively as part of a team., • Passion for helping families achieve financial confidence and peace of mind., • Entrepreneurial mindset with strong self-motivation and follow-through., • Team-oriented and collaborative, aligned with CSIs CAPTAG culture., • Adaptable, detail-oriented, and driven by continuous learning and growth. Why Join CSI Group Advisors • No prospecting or client acquisition required CSI provides all clients., • Opportunity to work both independently and alongside experienced Lead Advisors., • Exposure to a large and expanding member base with diverse financial needs., • Purpose-driven organization focused on empowering Americas middle class., • Competitive compensation structure, professional growth, and advancement opportunities.

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $115,917 yearly Responsibilities: • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Serve as a collaborative team player willing to further development through continued training opportunities, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Ability to understand the needs and financial concerns of clients, • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter, • Promote customized ways for clients to achieve their long-term financial goals, • Cultivating relationships with a view to helping every family member or individual pursue financial security, • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients, • Providing compassion and guidance to clients when unfortunate life circumstances arise, • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over timeQualifications:, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Sales experience preferred, but not required, • Go-getter mindset, • Desire to help families and businesses address their financial needs, • Strong business acumen, • Professional business demeanor, • Perseverance in the face of a challenge, • Ability to engage your community and leverage personal networks/contacts Must live within 100 miles of the office in Wall Township, NJ About Company About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Awards & Accolades... We’re proud of our financial strength. • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Training Magazine’s APEX Award for 2022

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 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.

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.