Growth and Development Advisor

About the job

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.

Role Summary

The Growth and Development Advisor owns the prospect experience from first contact through onboarding and drives the ongoing growth of the assigned client (“members”) base.

Each Growth and Development Advisor supports a team of tax advisors and financial advisors serving approximately 5,000 to 8,000 members. Growth means a focus on prospects becoming members.. Development means making sure the members we already serve receive the full value of what CSI Group offers. The majority of this role is development.

This is a connector role. It is not an advisory position and does not provide advice, deliver services, or close business. It works alongside the advisory teams to identify opportunities, make the right introduction at the right time, and ensure no member receives less value than we are capable of delivering.

This is a newly created position with genuine autonomy to shape how it works. It is ideal for someone who is energized by people, confident on the phone, curious about data, and motivated by building something rather than inheriting it.

The Growth and Development Advisor reports to the Chief Revenue Officer.

Key Responsibilities

Prospect Experience and Onboarding

• Own the experience of every prospective member from first contact through onboarding, whether they reach us by phone, email, or online

• Serve as the first point of contact, ensuring every inquiry receives a prompt, welcoming, and informative response

• Qualify each inquiry and connect the prospect with the right advisor for their needs

• Guide new members through onboarding and a smooth handoff to their advisory team

• Continually improve the experience and remove friction wherever it exists

Member Growth and Development

• Partner with advisors to identify members who would benefit from additional services

• Ensure members receive timely outreach around reviews, renewals, and planning opportunities

• Follow up after appointments to confirm members understand the full range of services available to them

• Build and run a deliberate referral program

Opportunity Identification and Insight

• Analyze the member base to prioritize outreach, drawing on member records, meeting insights, and firm data

• Understand where opportunity exists within the member base and when new member acquisition is needed

• Capture what we learn so that every conversation begins better informed than the last

Performance and Reporting

• Maintain accurate, current records of all prospect and member activity in the firm's CRM

• Track and report appointments scheduled, held, and converted, along with referral results

• Carry and be measured against growth targets for appointments and referrals

Collaboration and Enablement

• Work closely with advisory, operations, legal, and marketing teams as a connector across the firm

• Partner with marketing on campaigns directed at both existing members and new prospects

• Train and support colleagues on the prospect experience and qualification standards

Qualifications

• Hands-on experience with AI tools and a clear point of view on where they help. We are building this role around AI from day one, and the person in it must be eager to use it, curious about what is possible, and quick to adopt new technology

• 3+ years in a client-facing role within financial services, tax, professional services, or a comparable relationship-driven environment

• Sales experience preferred, though not required for candidates with a demonstrated record of generating appointments, referrals, or new business

• Excellent phone presence with the ability to build trust quickly and qualify without pressure

• Strong organizational skills and the discipline to follow a process consistently at high volume

• Proficiency with CRM systems and comfort working with data and reporting

• Initiative and a member-first mindset

• Ability to travel between offices as needed

• Bachelor's degree preferred. SIE, Series 65/66, or insurance licensure a plus but not required