CUSO Financial Services Photos
- Comp & Benefits
- Work/Life Balance
- Senior Management
- Culture & Values
- Career Opportunities
I have been working at CUSO Financial Services full-time (more than an year)Pros
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.Cons
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.RecommendsPositive OutlookApproves of CEO
Getting an Interview
Getting an Interview
- Application Details
I applied online. The process took 3+ months – interviewed at CUSO Financial Services.Interview Details
They will interview you over the phone if they like your resume you sent them. From here, you will interview with the local advisor in the area you are applying. After this they may have another interview for you if the advisor likes you. THEY WILL TELL YOU A BUNCH OF LIES. Overpromising career opportunity and not delivering.
Another thing to keep in mind is that you will be at the complete mercy of one person (the financial advisor) if you are hired. Most of the financial advisors in the metro denver area are sociopaths that do not care about you at all, in fact, most of them live on firing people over and over again.
I was burned by trusting the claims and career potential made in the interview process. My family and I now deeply regret ever trusting this company. Do not work here if you care about your career.Negotiation Detailsnon negotiableAccepted OfferNegative ExperienceEasy Interview
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...
Mission: Our Mission: We grow successful investment programs and practices
Integrity - Do what is fair, honest and trustworthy
Service - Go the Extra Mile...