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Nurse Practitioner | Pediatrics - General/Other Location: Howell, NJ Employer: CompHealth Pay: $70 to $92 per hour Start Date: ASAP About the Position Some locum assignments can be as short as a day, others, years. Some are far from home, others are local. Whatever it is you're looking for, we offer true opportunities, not just postings. CompHealth goes far beyond a job board, providing you with expert guidance tailored to your specific needs and phase of your career. Monday-Thursday 3-4 hours, Friday 2-3 hours, weekends 5-6 hours 10-15 patients per session Pediatric ages 0-21 years Must be good with kids Hospital privileges required Board certification required We provide complimentary housing and travel We arrange and cover costs for licensing and malpractice We simplify the credentialing and privileging process Comprehensive benefits package including medical, dental, vision, and a 401(K) plan Your personal recruiter handles every detail, 24/7 Ranges shown should be used as an estimate and are affected by many factors including the critical need of the position, your overall experience and qualifications, and other considerations. Rates shown are all-inclusive and combine an hourly base pay with other potential earnings like overtime, call, and holiday pay. Please contact your consultant for details.

Physician Assistant | Pediatrics - General/Other Location: Howell, NJ Employer: CompHealth Pay: $70 to $92 per hour Start Date: ASAP About the Position CompHealth exists to make the locums process easier. Not only will we search for jobs that fit your interests, we'll be here to handle all the details like credentialing, housing, travel arrangements, and so much more. So, relax and get back to helping patients, and let us do the heavy lifting. Monday-Thursday 3-4 hours, Friday 2-3 hours, weekends 5-6 hours 10-15 patients per day Ages 0-21 years old Must be good with kids Hospital privileges required Board certification required We provide complimentary housing and travel We arrange and cover costs for licensing and malpractice We simplify the credentialing and privileging process Comprehensive benefits package including medical, dental, vision, and a 401(K) plan Your personal recruiter handles every detail, 24/7 Ranges shown should be used as an estimate and are affected by many factors including the critical need of the position, your overall experience and qualifications, and other considerations. Rates shown are all-inclusive and combine an hourly base pay with other potential earnings like overtime, call, and holiday pay. Please contact your consultant for details.

Job DescriptionSalary: $23.50 Hourly 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. Position Overview: TheAccountant - 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.).

Job Description WHO WE ARE: How will transportation and mobility evolve? What will the vehicle of the future look like – and how will those vehicles be repaired? How can the next chapter of your career contribute to solving these transportation challenges and more? NexaMotion Group (NMG) is on a mission to simplify complex vehicle repair to keep the world moving. We are a leading automotive parts distributor represented across the U.S., Puerto Rico, and Canada, and through patent-winning software and technology, we are revolutionizing our industry. What has remained constant throughout our 50 year history of transformation is our dedication to our customers, our team members, and to the values on which Transtar was founded: Commitment, Humility, Optimism, Integrity, and Respect. A career with NexaMotion Group offers the opportunity to make an impact within a rapidly growing organization – the chance to learn, lead, collaborate, and connect with other solutions-oriented, forward-thinking professionals. We invest meaningfully in training and development, empowering you to build your future alongside ours and shape a career unique to your talents, interest, and purpose. What you’ll be doing: The Outside Sales Representative will be responsible for managing and growing installer customer sales in their area of responsibility. The OSR will be accountable for building and maintaining installer customer relationships and managing a book of business that meets and exceeds the NMG installer business sales growth plan. The role will serve as the primary face of NMG to the installer customers and interactions with customers will include but are not limited to communicating promotional sales initiatives, discussing category growth strategies, troubleshooting and finding quick resolutions to customer concerns and issues, assist with accounts receivable, facilitate product training, communicate product line additions, assist with solutions that NMG can offer to grow and develop the customer’s business. The Outside Sales Representative will report directly to the Regional Director and will be responsible to implement sales plans to achieve sales targets. This position will require travel to installer customers daily and will be expected to achieve the weekly visit count expectations set by the company. Scheduled weekly meetings with branch managers for all locations that the Territory Manager’s book of business conducts business with will be required to ensure that the customer’s service expectations are being met. What we’re looking for: • Establish and maintain an installer book of business that meets and exceeds year over year sales targets., • Utilize CRM to record visit interactions, • Analyze CRM sales data to identify category opportunities to grow customer base, • Prepare a variety of status reports, including activity, closings, follow-up, and adherence to goals, coordinated in the CRM system, • Ability to canvas new business opportunities and facilitate the new account set up process, • Identify and resolve customer concerns or complaints in order to restore or improve upon customer satisfaction, • Meet company expectations for weekly customer visits, • Communicate company promotions, sales initiatives and business development programs to customer base, • Work directly with Regional Manager to develop monthly, quarterly and yearly sales plans, • Achieve individual monthly, quarterly and annual goals or sales plans as assigned, • Work as a partner with Branch Manager and Inside Sales Representatives to ensure customer service expectations are being meet., • Work with customers to achieve minimum of 50% of assigned revenue processed through Transend online ordering system. KEY QUALIFICATIONS: • Minimum 5 years relevant experience in outside sales related roles, • Bachelor’s degree or equivalent work experience in similar role, • Automotive aftermarket experience strongly preferred SKILLS & ABILITIES: • Outstanding communication skills, • Comfortable with customer facing interactions, • Excellent interpersonal and influencing skills, • Strong negotiation experience, • Relationship building, • Strong customer service philosophy, • Proven track record of achieving aggressive growth., • Strategic thinking skills with strong business analytical skill sets., • Proven ability to work in a fast-paced, goal oriented environment while setting priorities and managing to deadlines., • CRM experience, • Proficiency in MS Office WORK ENVIRONMENT: The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. TRAVEL REQUIREMENTS: Daily travel required in Territory Saturday work may be necessary on occasion, as needed What’s in it for you: This leadership opportunity offers a market-competitive rewards package, dynamic and flexible work environment, and the opportunity to influence leaders, employees, and organizational strategy. At NMG, we embrace a values based culture where we empower our team to make decisions, learn from taking risks and help each other grow professionally. No matter who you are, where you’re from, how you think, what you believe in, or who you love, we welcome your application.

Job DescriptionSalary: $30 (hourly) + JoinCSIGroupAThrivingCareerAwaitsYou! About CSI Group CSI Group is a leading financial services firm transforming how America's 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 America's 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 guidanceaccessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Position Summary The Property Accountant Coordinator supports the day-to-day operational and administrative needs of the companys real estate portfolio. This role serves as a key liaison between tenants, ownership, property management, and external vendors while also supporting basic accounting and financial recordkeeping activities. A core responsibility of this role is assisting with the implementation, administration, and ongoing maintenance of the Re-Leased tenant and property management system. The Coordinator ensures accurate records, responsive tenant communication, timely bill payment, and smooth operational workflows across all properties. This position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced, property-focused environment. Key Responsibilities Tenant & Property Operations • Serve as the primary point of contact for tenant questions, requests, and issues, escalating matters as appropriate, • Assist with administrative onboarding of new tenants, including system setup and documentation, • Maintain accurate and organized tenant and property records, • Coordinate with external vendors for maintenance, utilities, and property-related services, • Support ownership and property management with day-to-day operational tasks Re-Leased System Administration • Assist in the implementation and initial setup of the Re-Leased tenant and property management system, • Maintain and update tenant, lease, property, and financial data within Re-Leased, • Ensure data accuracy and consistency across the system, • Support ongoing system optimization and user adoption Utilities & Vendor Coordination • Coordinate utility account setup, transfers, and terminations for new and existing tenants, • Communicate with utility providers to resolve service issues, billing discrepancies, and outages, • Track utility-related documentation and confirmations Accounting & Financial Support • Manage bill pay for property-related expenses, ensuring accuracy and timely payment, • Process invoices and support basic bookkeeping activities, • Track expenses and assist with property-level financial reporting as needed, • Maintain organized financial records for audits, reviews, and internal reporting Qualifications • 2+ years of experience in property operations, administrative coordination, accounting support, or a related role, • Strong organizational skills with exceptional attention to detail, • Comfortable working with financial data, invoices, and expense tracking, • Proficiency with property management systems or willingness to quickly learn Re-Leased, • Strong written and verbal communication skills, • Ability to manage multiple priorities and deadlines independently

Job DescriptionSalary: $65,000 (Salaried) JoinCSIGroupAThrivingCareerAwaitsYou! AboutCSIGroup CSI Group is a leading financial services firm transforming how Americas middle class experiences financial securit. 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. OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture. AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset. 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. Position Overview The Senior Accountant Business Services Specialist serves as a key leader within our Business Services practice, overseeing comprehensive tax, accounting, and advisory support for our business clients. This role is responsible for managing all aspects of business tax preparation and compliance, ensuring accuracy, efficiency, and adherence to regulatory requirements. In addition to tax responsibilities, this position leads ongoing accounting and bookkeeping functions, providing clients with high-quality financial insights that strengthen operational health and support long-term growth. As a senior member of the team, this individual acts as a trusted advisorguiding clients through complex tax matters, identifying planning opportunities, and delivering proactive recommendations that enhance financial outcomes and reinforce our commitment to exceptional client service. Key Responsibilities Tax Preparation & Compliance Leadership • Oversee the complete tax processing lifecycle for business clients, including accurate and timely preparation and filing of federal, state, and local tax returns., • Conduct detailed reviews of financial statements, tax schedules, and supporting documentation to ensure accuracy and compliance., • Maintain deep subject matter expertise in business taxation to proactively identify risks, opportunities, and tax-saving strategies., • Ensure all regulatory deadlines are met by effectively managing workflow, client communication, and internal collaboration. Client Advisory & Relationship Management • Serve as a strategic advisor on tax planning, compliance best practices, and financial optimization., • Collaborate directly with business clients to gather required tax information and provide clear guidance throughout the process., • Translate complex tax and accounting concepts into practical, actionable insights for business owners and leadership teams., • Assist clients through audits, notices, or tax authority inquiries, representing their interests and ensuring timely resolution. Accounting & Bookkeeping Oversight • Lead monthly, quarterly, and annual accounting/bookkeeping functions to ensure books are complete, accurate, and ready for tax preparation., • Analyze financial records to identify trends, discrepancies, or areas for improvement., • Ensure accounting work aligns with tax deadlines and deliverables to support efficient preparation of business returns. Process Improvement & Team Collaboration • Continuously evaluate and enhance processes to improve accuracy, efficiency, and client experience., • Partner closely with internal accounting, finance, and advisory teams to address tax-related issues and ensure seamless service delivery., • Maintain up-to-date knowledge of evolving tax laws, regulatory requirements, and professional best practices. Qualifications • Bachelors degree in Accounting, Finance, Business, or a related field., • Significant business tax experience may be considered in lieu of certification., • Demonstrated experience preparing and reviewing business tax returns (e.g., 1120, 1120S, 1065, Schedule C's) and supporting schedules., • Strong understanding of federal, state, and local tax regulations applicable to small and mid-sized businesses., • Proven ability to manage multiple clients, priorities, and deadlines in a dynamic environment., • Exceptional analytical, problem-solving, and documentation skills with a meticulous attention to detail., • Excellent communication skills with the ability to provide clear and concise guidance to clients and internal stakeholders., • Proficiency with tax software systems, QuickBooks, and Microsoft Office (Excel, Word, etc.).

Job DescriptionSalary: 55,000 - 60,000 Join CSI Group A Thriving Career Awaits You! About CSI Group CSI Group is a leading financial services firm transforming how America's 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 America's 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 guidanceaccessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Financial Services Associate Position Purpose: The Financial Services Associate supports the Financial Services Team with wealth management operations, member service, and administrative functions for the Wealth Management Services program. This role is an entry point into financial services, offering hands-on exposure to wealth management products, member interactions, and operational workflows under the guidance of experienced Financial Advisors. Key Responsibilities: Wealth Management and Member Support: • 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 Operations and Service Support: • 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 Qualifications: • Bachelor's degree in Finance, Business, or a related field preferred; relevant coursework or internship experience considered, • Series 7 license preferred; candidates actively pursuing licensure are encouraged to apply, • Life/Health Insurance licensing a plus, • Familiarity with platforms such as Charles Schwab or LPL, Redtail is a plus but not required, • 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 Key Competencies: • 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 This is an excellent opportunity for early-career professionals who are passionate about financial services and eager to build a career in a supportive, growth-oriented environment. If you are organized, curious, and ready to contribute to a high-performing team, we encourage you to apply.

Job DescriptionSalary: $21.20 Join CSI Group A Thriving Career Awaits You! 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. Position Summary The Business Services Representative oversees the companys financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations. The Business Services Representative performs daily accounting tasks such as monthly financial reporting, general ledger entries, and record payments and adjustments. Essential Duties and Responsibilities: • Maintain records of financial transactions by establishing accounts; posting transactions; ensure legal requirements compliance., • Develop system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures., • Maintain subsidiary accounts by verifying, allocating, and posting transactions., • Balance subsidiary accounts by reconciling entries., • Maintain general ledger by transferring subsidiary account summaries., • Balance general ledger by preparing a trial balance; reconciling entries., • Maintain historical records by filing documents., • Prepare financial reports by collecting, analyzing, and summarizing account information and trends., • Comply with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions., • Contribute to team effort by accomplishing related results as needed. Requirements: • Bachelors degree in accounting, finance, or related field, • CPA is a plus, • Previous bookkeeping experience preferred, • Experience in working with multiple legal entities under different legal umbrellas, • Excellent knowledge of MS Office Word and Excel., • Strong interpersonal and communication skills., • Ability to concentrate for lengthy periods and perform accurately with adequate speed. The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their manager.

Job DescriptionSalary: $75,000 + Sales Incentive Compensation JoinCSIGroupAThrivingCareerAwaitsYou! About CSI Group CSI Group is a leading financial services firm transforming how America's 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 America's 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 guidanceaccessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. 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., • Partner with the Director of Member Advisory Services on talent development plans, succession planning, and ongoing skills training. Financial Advisory & Tax Services • 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., • Serve as an escalation point for complex member needs, ensuring resolution with professionalism and care. Member Experience & Relationship Management • 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., • Monitor and address member feedback, service scores, and engagement metrics to continuously improve satisfaction and retention. Cross-Functional Collaboration • 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., • Collaborate with compliance teams to ensure adherence to regulations, policies, and ethical standards. Business Growth & Community 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 DescriptionSalary: $75,000 - $200,000+ JoinCSIGroupAThrivingCareerAwaitsYou! About CSI Group CSI Group is a leading financial services firm transforming how America's 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 America's 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 guidanceaccessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. 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., • Collaborate with internal specialists to deliver seamless, coordinated support for every member. Client Relationship Management • 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., • Serve as a consistent, reliable point of contact to ensure every members needs are met promptly and professionally. Business Growth & Collaboration • 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., • Contribute to a collaborative team culture that reflects CSIs CAPTAG values. Operational Excellence • 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., • Commitment to integrity, accountability, and a client-first mindset. Ideal Attributes • 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 DescriptionSalary: $21.20 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. OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture. AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Member Services Representative (Seasonal) From Jan 2026 to April 2026 Job Overview The Seasonal Member Services Representative plays a key role in delivering an exceptional experience for the middle-class families we serve during our busiest time of year. In this role, youll support members with tax and financial-service inquiries, resolve issues efficiently, and help ensure a smooth, accurate, and supportive experience throughout the 20252026 tax season. This position requires strong communication, attention to detail, and a service-first mindset, with availability for overtime and occasional travel as needed. Key Responsibilities • Respond promptly to member inquiries via phone, email, and online chat., • Assist members with tax-related questions including general filing inquiries, refunds, deductions, and documentation needs., • Support members with financial-services inquiries such as account management, payments, and financial-planning questions., • Resolve member concerns accurately and efficiently, offering clear information and appropriate solutions., • Educate members on CSI Groups tax and financial products, services, and available resources., • Assist with account setup, updates, access issues, and troubleshooting., • Track, document, and follow up on member issues to ensure timely and complete resolution., • Collaborate with internal teams (Tax Preparers, Lead Advisors, Associate Advisors, Operations, etc.) to provide detailed and accurate support., • Maintain current knowledge of tax laws, financial-service offerings, and company policies., • Document all member interactions and maintain accurate records within the CRM system., • Participate in ongoing training to support knowledge development and service consistency. Qualifications • High school diploma or equivalent required, associate or bachelors degree in accounting, finance, or a related field preferred., • 1+ years of customer service experience, ideally within tax preparation, financial services, or a related environment., • Strong written and verbal communication skills., • Proficiency with CRM systems, Microsoft Office, and customer-service software tools., • Ability to manage multiple inquiries in a fast-paced, high-volume setting., • Strong problem-solving skills, accuracy, and attention to detail., • Demonstrated customer-service orientation with an empathetic, solutions-focused approach.

Job DescriptionSalary: $21.20 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. Job Overview: TheMember Services Representativewill be responsible for providing exceptional customer service to members by answering inquiries, resolving issues, and offering assistance related to tax and financial services. You will play a key role in maintaining member satisfaction and ensuring a smooth experience with our services. Key Responsibilities: • Respond promptly to member inquiries via phone, email, and online chat., • Assist members with tax-related questions, including general tax filing, refunds, and deductions., • Provide support for financial services inquiries, such as account management, payments, and financial planning., • Resolve member concerns efficiently, offering accurate information and appropriate solutions., • Educate members on the companys tax and financial products, services, and resources., • Assist with the setup, updating, and troubleshooting of member accounts., • Track and follow up on member issues to ensure timely resolution., • Collaborate with internal teams, such as tax professionals and financial advisors, to provide accurate and detailed support., • Maintain up-to-date knowledge of tax laws, financial services, and company policies to effectively assist members., • Document member interactions and maintain detailed records in the CRM system., • Participate in ongoing training to improve service delivery and product knowledge., • Travel and overtime availability is required Qualifications: • High school diploma or equivalent; an Associate or Bachelor's degree in finance, accounting, or a related field is a plus., • 1+ years of experience in customer service, preferably in the tax or financial services industry., • Familiarity with tax filing processes, financial accounts, and investment services is preferred., • Strong communication skills, both written and verbal., • Proficiency in using CRM systems, Microsoft Office, and customer service software., • Ability to handle multiple inquiries and work in a fast-paced environment., • Problem-solving skills with attention to detail and accuracy., • Strong customer service orientation with a focus on resolving issues in a professional and empathetic manner.

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DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo