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CUSO Financial Services Reviews

13 Reviews
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Valorie Seyfert
11 Ratings
  • Excellent opportunity for carrier growth for the right person

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Licensed Sales Assistant
    Current Employee - Licensed Sales Assistant

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


    A lot of the experience depends on the Rep you work under. Personally, I work under a Rep who has been a true mentor to me. He has kept all his promises and is VERY generous with his time, advice, and influence and bonus structure. I can honestly say it is the best situation I have ever been in. The program I work though (Gateway Services Group at Bellco) provides wonderful opportunities for carrier growth and continuing education. Though it might now be a good fi t for everyone, I am very happy and hope to have a long carrier with CUSO.


    The most successful people here are self-starters and self-motivated. If you require a lot of hand holding and monitoring this may not be the place for you. Just like with any job, a lot depends on the person you work directly under.

    Advice to ManagementAdvice

    I feel Gateway Services Group and CUSO does a great job of listening to their employees and delivering on promises. They provide a great opportunity for furthering your career though ongoing education and training.

    Positive Outlook
    Approves of CEO

CUSO Financial Services Interviews

Updated Feb 10, 2015
Updated Feb 10, 2015

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Financial Advisor Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied online – interviewed at CUSO Financial Services.

    Interview Details

    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
    Declined Offer
    Negative Experience
    Average Interview

CUSO Financial Services Awards & Accolades

Something missing? Add an award
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

Headquarters San Diego, CA
Size 150 to 499 Employees
Founded 1997
Type Company - Private
Industry Finance
Revenue Unknown / Non-Applicable 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... More

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CUSO Financial Services

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