Marketing Associate

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 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 guidance accessible and affordable for all—because 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 aren't 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

We are seeking a motivated and enthusiastic Marketing Associate with 1 plus years of previous marketing experience to join our growing firm. This is a great opportunity for an individual looking to continue their marketing career with hands-on experience in many areas of marketing. This position also offers opportunity for long-term growth within the company. The Marketing Associate position reports to the Senior Marketing Specialist for CSI Group.

Key Responsibilities 

• Help manage the HubSpot platform, including defining client lists, maintaining
  accurate database fields, assigning contacts for follow-up, and identifying "blind spots" in the database to improve quality control
•  Produce the company newsletter and email campaigns, including creating ideas on content, working with colleagues, building the newsletter in HubSpot, and distributing the campaign to clients and prospects 
• Maintain the accuracy of the company's Google business page listings, industry listings, and social media channels, monitor client comments, and respond to messages
• Update the website with new images or copy
• Help with creating low-profile campaign elements such as email campaigns, flyers, and letters to clients 
• Help with project management and administrative requests  
• Attending meetings with senior management to get deeper exposure to the business and strategic discussions

Qualifications 

• Minimum 1 plus years of experience in agency