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51-200 employees
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investment management
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5910 Mineral Point,Madison,Wisconsin,United States
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Unrivaled Environment:CUNA Brokerage Services, Inc. (CBSI) values teams that empower collaboration and sustainable success. Be part of our purpose-driven culture of empathy, transparency and financial stability for people and communities we serve. http://bit.ly/CBSIVideos - https://www.seewhatsnext-career.comThe Credit Union environment is uniquely positioned to accelerate growth for the member and our Financial Advisors. CBSI emphasizes growing talent from within and is member-focused: We will not push specific products or solutions for investing, we do what's appropriate for each member. Our corporate culture is mission driven, genuine and engaging, which translates directly to how we advise members financially and engage colleagues internally. Modern Approach:Our modern approach to financial advising includes sophisticated strategies leveraging data, innovative tools and advisor-centric technology. We provide industry-leading training proven to increase production, robust referrals and unrivaled benefits. Ease of Business:CBSI Financial Advisors have powerful support to optimize marketing strategies and build business. Credit Union members have untapped potential and are extremely loyal. According to a study published by Kehrer Bielan in February 2019, 96% of households working with a Credit Union would recommend Credit Unions to friends and family with 85% of households preferring to invest a larger share of their savings with Credit Unions given the high level of confidence in the financial advice they receive. Long-term Stability:CBSI has a long, successful tenure serving Credit Unions and their members. As the market and industry continues to evolve, CBSI commits to innovate responsibly and continuously to meet changing employee, member and marketplace demands. With our history and longevity we strive to continue offering competitive benefits and compensation while investing in people training and access to leadership for growth.
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CUNA Brokerage Services, Inc Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
75.00%
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The widely used CUNA Brokerage Services, Inc email format is {f}{last} (e.g. [email protected]) with 75.00% adoption across the company.
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