Let's get acquainted.

Csenge Advisory Group was founded in 1999 by a team of experienced advisors and professionals who wanted to take financial planning and investment management to a higher standard of excellence. As an independent firm, we provide objective advice to our clients, and we pride ourselves on fostering relationships based on trust, unparalleled service, and integrity. Through our team’s commitment to upholding the highest ethical and professional standards, we help our clients simplify the successful management of their wealth.
Our reputation is based on three core pillars: Client Understanding · Integrated Advice · Simplicity.
(This is an in-office position)
Reporting Analyst’s schedule and location:
You will be located at our office in Clearwater, FL., and will have a schedule of Monday-Friday 8am to 5pm. This is an in-office position.
Your Mission as Reporting Analyst:
The Reporting Analyst oversees and manages the big picture and details to running the office efficiently by streamlining and mastering all technology software and web-based systems the firm uses. This person is detail oriented, well-organized, able to efficiently multi-task, has impeccable prioritization skills, and quickly learns to navigate new systems. This position requires intelligence, strategic thinking, superior problem-solving skills, and the understanding everything is to remain confidential.
Your Duties & Responsibilities include:
Working knowledge of these areas to help troubleshoot and deliver results to our most complex clients.
Financial Reporting & Data Aggregation tools:
Develop and strengthen client relationships:
Software maintenance & setup:
Resource Management:
Establish operational effectiveness through the development/adoption of policies, procedures, and controls.
Required experience and qualifications:
Required personality and behavioral characteristics:
Compensation & Benefits:
Depending on your experience and performance record, base pay range: $60,000 – $65,000/year, along with potential for short- and long-term bonuses.
Send resume to hr@csenge.com
Thank you for your interest.
(This is an in-office position)
Advisor Support Specialist’s schedule and location:
You will be located at our office in Clearwater, FL., and will have a schedule of Monday-Friday 8am to 5pm. This is an in-office position.
Your Mission as Advisor Support Specialist:
Summary
As an Advisor Support Specialist, you’ll be helping to improve the lives of our clients and the well-being of their financial picture with solutions, education, and advice. This specialist manages a portfolio of business clients by maintaining relationships and providing financial advice with a focus on client experience and risk management. Csenge Advisory Group is looking for a specialist to develop new business and deepen existing relationships for our clients. Additionally, they are responsible for the completion of the essential duties and responsibilities outlined below:
A successful Advisor Support Specialist will:
Advisor Support Responsibilities:
Client Services Responsibilities:
Required qualifications:
Send resume to hr@csenge.com
Thank you for your interest.