ZipRecruiter

Log In

1

Cuso Financial Services Jobs (NOW HIRING)

Everwise Credit Union

Accountant II

South Bend, IN · On-site

Prepares Everwise and CUSO financial reports ensuring accuracy and timely distribution ... Knowledge of financial services, electronic accounting systems, and practical accounting knowledge ...

Everwise Credit Union

Accountant II

South Bend, IN

Prepares Everwise and CUSO financial reports ensuring accuracy and timely distribution ... Knowledge of financial services, electronic accounting systems, and practical accounting knowledge ...

Everwise Credit Union

Accountant III

South Bend, IN · On-site

Prepares TCU and CUSO financial reports ensuring accuracy and timely distribution. * Responsible ... Knowledge of financial services, electronic accounting systems and practical accounting knowledge ...

Everwise Credit Union

Accountant III

South Bend, IN · On-site

Prepares TCU and CUSO financial reports ensuring accuracy and timely distribution. * Responsible ... Knowledge of financial services, electronic accounting systems and practical accounting knowledge ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

Implement wealth management disciplines on effective Member engagement, planning, service models, and use of tools available through Redwood Credit Union and CUSO Financial Services. Develop and ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

Implement wealth management disciplines on effective Member engagement, planning, service models, and use of tools available through Redwood Credit Union and CUSO Financial Services. * Develop and ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

... CUSO Financial Services. • Develop and encourage sound Financial Planning practices by team members. Planning: Implement plans and policies to attain goals and objectives, measure progress and ...

Royal Bank of Canada

ALM Risk Manager

Los Angeles, CA · On-site

$120K - $200K/yr

Working at both the CUSO consolidated level and within individual legal entities, this role ensures ... Must-have * 2+ years' experience in the financial services sector * Bachelor's Degree * Self ...

next page

Showing results 1-20

All JobsFinance and Insurance JobsCuso Financial Services Jobs

Cuso Financial Services information

See salary details

$55K

$96.4K

$121K

How much do cuso financial services jobs pay per year?

As of Sep 1, 2026, the average yearly pay for cuso financial services in the United States is $96,423.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,500.00 and $106,500.00 per year, depending on experience, location, and employer.

What is a Cuso Financial Services?

A Cuso Financial Services job typically involves working as a financial advisor or representative within a credit union, helping members with investment, retirement, and financial planning services. Employees in these roles provide tailored financial solutions, sell investment products, and ensure compliance with regulations. Cuso Financial Services, LP (CFS) partners with credit unions to offer personalized financial advice, investment options, and wealth management solutions to their members. Working in this field requires knowledge of financial markets, strong customer service skills, and appropriate industry licenses.

What are the typical daily responsibilities for someone working at Cuso Financial Services?

At CUSO Financial Services, professionals typically spend their days meeting with credit union members to provide financial advice, conducting portfolio reviews, and assisting with investment or insurance product selection. They also prepare and process necessary documentation, maintain client records, and ensure compliance with industry regulations. Collaboration with credit union staff and regular participation in training or team meetings are common, contributing to a supportive, service-oriented work environment. These responsibilities make the role both dynamic and impactful, helping members achieve their financial goals while fostering professional development.

What are the key skills and qualifications needed to thrive in the Cuso Financial Services position, and why are they important?

To thrive in a CUSO Financial Services role, you generally need a strong background in finance, knowledge of credit union operations, analytical skills, and a relevant degree or certification such as Series 6/7, 63, or other FINRA licenses. Familiarity with financial planning software, CRM platforms, and compliance management systems is often required. Excellent interpersonal communication, customer service orientation, and problem-solving abilities help professionals excel in this client-facing role. These skills ensure you can effectively guide members through financial decisions while maintaining regulatory compliance and building lasting relationships.

Is Cuso Financial Services a good company to work for?

Cuso Financial Services is a financial services company that offers investment and advisory roles. Employee reviews indicate mixed experiences, with some noting a professional environment and others citing limited advancement opportunities. As with any employer, individual experiences may vary based on role and location.
More about Cuso Financial Services jobs

What cities are hiring for Cuso Financial Services jobs?

Cities with the most Cuso Financial Services job openings:

What states have the most Cuso Financial Services jobs?

States with the most job openings for Cuso Financial Services jobs include:

What job categories do people searching Cuso Financial Services jobs look for?

The top searched job categories for Cuso Financial Services jobs are:

Cuso Financial Services jobs near you
Infographic showing various Cuso Financial Services job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 92% In-person, and 8% Remote job distribution, with an average salary of $96,423 per year, or $46.4 per hour.

Financial Advisor Assistant

Pasadena, CA • On-site

FIREFIGHTERS FIRST CREDIT UNION
Finance and Insurance • 201 - 500 employees
Learn more about FIREFIGHTERS FIRST CREDIT UNIONexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

The position can work out of our offices in Pasadena, CA or Hendersonville, TN. 



Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.


Currently, we have an immediate opening for a Client Services Representative to join our Investment Services team! The Client Services Representative is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program Manager.


Primary Responsibilities:

  • Handling customer relation issues to assist in both the retention and acquisition of assets under management.
  • Prioritizing client/prospect contacts to maximize sales efforts.
  • Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors.
  • Coordinating all events such as educational and marketing activities to increase awareness of FFCU’s investment services.
  • Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards.
  • Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc.


Basic Qualifications:

  • Education: High school diploma or GED.
  • Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP.
  • Previous administrative assistance preferably within the financial services industry.
  • All candidates must be bondable and maintain bondable status throughout employment in accordance with credit union regulatory requirements.


Benefits:

We offer exceptional benefits to our employees, including:

  • Competitive salary with a pay for performance bonus
  • Fully paid Medical, Dental, and Vision benefits package for employees.
  • Fully paid Life insurance, AD&D, short and long-term disability coverage
  • 401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%
  • Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program
  • Pet Insurance
  • 3 weeks of PTO annually including 2 ½ days of float time.
  • 9 paid holidays plus 2 half days


Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.

Apply