There are newer employer reviews for CUSO Financial Services
There are newer employer reviews for CUSO Financial Services

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GREAT Experience as Financial Consultant (Advisor)

  • Work/Life Balance
  • Culture & Values
  • Career Opportunities
  • Comp & Benefits
  • Senior Management
Current Employee - Financial Advisor in Napa, CA
Current Employee - Financial Advisor in Napa, CA
Recommends
Positive Outlook
Approves of CEO

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

Pros

If you work hard you will likely have a great referral stream from your credit union (or bank with the Sorrento Pacific Financial side) and a book of business to take over. The product selection is diverse and great. The back office people are always quick to answer and are very knowledgeable.

Cons

The technology is useful, but certainly not state of the art. If you don't work hard, or butt heads with the CU or Bank you will not succeed.

Advice to Management

Keep doing what you are doing.

CUSO Financial Services Response

Dec 10, 2014 – Marketing Communications Manager

Dear Reviewer, Thank you for your review, we appreciate the feedback. We’re very proud of our diverse product selection, especially since we have no proprietary products so advisors like you are ... More

Other Employee Reviews for CUSO Financial Services

  1. Helpful (1)

    Terrible Program Management for Advisors

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Advisor in Los Angeles, CA
    Former Employee - Advisor in Los Angeles, CA
    Doesn't Recommend
    Neutral Outlook
    Approves of CEO

    I worked at CUSO Financial Services full-time (More than a year)

    Pros

    If you have a good credit union you can overcome ineffective program management.

    Cons

    You must be an experienced, competent advisor on your own or you will fail. Avoid working in a managed program. Program managers provide little to no value but have a need to be involved as much as possible so they can justify to the credit union (their client) that they are worth 40% of the total revenue they take. Program mangers do not have an interest in an advisors personal success. If you get into a dual program with a good credit union you won't have to deal with that however. Much of the back office staff is difficult to work with.

    Advice to Management

    Whittle down middle management which provides little value to front line producers and look for indiviuals who are in touch with the advisory world of today, not the 80s.

    CUSO Financial Services Response

    Dec 31, 2014 – Marketing Communications Manager

    Dear Former Employee, Thank you for your feedback. We’re sorry to hear you had a negative experience within a managed program. We work with numerous advisors in managed programs and it sounds ... More


  2. Helpful (1)

    Disappointing

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor in San Diego, CA
    Current Employee - Financial Advisor in San Diego, CA
    Doesn't Recommend
    Approves of CEO

    Pros

    Paperless office, and clears trades through pershing

    Cons

    mediocre technology, lack luster back office support

    Advice to Management

    Invest more in technology and be more advisor friendly

    CUSO Financial Services Response

    Dec 31, 2014 – Marketing Communications Manager

    Dear Reviewer, Thank you for your review, we appreciate the feedback. We’re sorry to hear you have not been pleased with our technology or back office support. Both are areas that we consider ... More


There are newer employer reviews for CUSO Financial Services
There are newer employer reviews for CUSO Financial Services

See Most Recent

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