Working at CUSO Financial Services | Glassdoor

CUSO Financial Services Overview

Work Here? Get a Free Employer Account
San Diego, CA
51 to 200 employees
Company - Private
$10 to $25 million (USD) per year
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 ... Read 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 ... Read more

CUSO Financial Services Reviews

Rating TrendsRating Trends
Recommend to a friend
Approve of CEO
(no image)
Valorie Seyfert
13 Ratings
  • "Sales Assistant"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Negative Outlook
    No opinion of CEO

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


    Great hours, I worked inside a Credit Union so my hours were based on the Credit Union hours so lots of paid holidays. You can earn a lot of PTO so thats a plus. They pay for all your licensing.


    Your pay comes out of the salary that the advisor who you work for receives. So if he/or she isn't earning very much then they suffer financially and your job is at risk. Health Insurance is horrendously expensive but with the state of Healthcare currently I'm not too surprised. It wouldn't hurt to contribute a little more though.

    Advice to Management

    Don't take the Sales Assistant pay from the Advisor's pay. They work hard enough and shouldn't have to sacrifice as much income as they have too for extra help.

See All 21 Reviews

CUSO Financial Services Photos

CUSO Financial Services photo of: Conference Gala at the USS Midway Museum
CUSO Financial Services photo of: Valorie and Amy onstage at the Annual Conference
CUSO Financial Services photo of: Runners at Our Inaugural Fun Run/Walk Benefiting the Susan G. Komen foundation
CUSO Financial Services photo of: CFS products
CUSO Financial Services photo of: We Love to Go Red for Heart Health!
CUSO Financial Services photo of: CFS employees working together
See All PhotosSee All

CUSO Financial Services Interviews



Getting an Interview

Getting an Interview





    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
See All 3 Interviews

CUSO Financial Services Awards & Accolades

  • 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
See More

Work at CUSO Financial Services? Share Your Experiences

CUSO Financial Services
  • Star
  • Star
  • Star
  • Star
  • Star
Click to Rate