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CSI Associate Advisor
Our Staff are committed to providing World-Class financial services wherever our members are and whenever they need us.
THE POSITION: Reporting to the VP, Wealth Management/Insurance, this position provides a mix of solution advice and administrative services. Responsibilities will include:
Administrative duties as required to support the needs of the Wealth Specialists/ Advisors & organization
Develops and nurtures relationships with members, prospective members as well as suppliers and vendors, alliances and affiliates for mutual organizational benefit
Maintains customer relationships while maximizing revenue within the context of the business plan
Builds and maintains ongoing pipeline activities
Visit the CAREERS page of our website to learn more about this position and to apply.
Only those applications submitted through our on-line job board will be considered.