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CUSO Financial Services Reviews

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Valorie Seyfert
12 Ratings
  • Home Office Employee

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in San Diego, CA
    Current Employee - Anonymous Employee in San Diego, CA
    Positive Outlook
    Approves of CEO

    I have been working at CUSO Financial Services full-time (Less than a year)


    I have been an employee of CUSO Financial Services for a few months now, and I can't rave enough about the innovative and passionate leadership, and the incredible culture. CUSO has a warm and friendly family feel to it. We work hard, yet we have fun too! It’s like working for a fun software company, but in the Financial Services industry! The support and training is hands-down some of the best that I've had/seen throughout my career! No one is just a number here. The employees are genuinely appreciated, and recognized for their efforts and accomplishments. I could go on and on…


    I can't think of any.

    Advice to Management

    Keep doing what you are doing!

CUSO Financial Services Interviews

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Financial Advisor Interview

    Anonymous Interview Candidate
    Declined Offer
    Negative Experience
    Average Interview


    I applied online. I interviewed at CUSO Financial Services.


    I first interviewed with the recruiter. Which took 2 weeks because she never would answer her phone at our scheduled appointments. I later interviewed with the hiring manager. That was about a 2 hour interview. He later had me meet with one of his top producers. After passing a background, I had another interview with two regional executives from the bank that CUSO works with. After not hearing back for a few days I called the hiring manager who suggested that I was not experienced enough? What a waste of my time and to think I actually took time of work to go to several rounds of interviews.

    Interview Questions

    • How would you close a deal if you have a 3 million dollar customer in front of you?   Answer Question

CUSO Financial Services Awards & Accolades

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Best Places to Work (Medium Employer Category) , San Diego Business Journal, 2014
San Diego's Healthiest Companies (Medium Employer Category) , San Diego Business Journal, 2014
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Additional Info

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Headquarters San Diego, CA
Size 150 to 499 Employees
Founded 1997
Type Company - Private
Industry Finance
Revenue $5 to $10 million (USD) per year
Competitors LPL Financial

Full-service, broker dealer CUSO Financial Services, L.P. (CFS), (Member FINRA/SIPC) provides customized investment and insurance solutions to credit unions throughout the country. Headquartered in San Diego, with branch offices and licensed representatives nationwide, the broker dealer is an SEC Registered Investment Adviser, with expertise in key areas including retirement ... More

Mission: Our Mission: We grow successful investment programs and practices Our Values: Integrity - Do what is fair, honest and trustworthy Service - Go the Extra Mile Flexibility - Embrace change, remain positive and get the job done Innovation - Look for fresh ideas and solutions Efficiency - Find new and better ways to get things done Spirit - Promote a positive and fun atmosphere

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CUSO Financial Services

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