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      CUSO Financial Services

      Part of Atria Wealth Solutions

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      Related searches: CUSO Financial Services reviews | CUSO Financial Services jobs | CUSO Financial Services salaries | CUSO Financial Services benefits
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      Financial Advisor Interview

      11 Feb 2013
      Anonymous interview candidate
      No offer
      Neutral experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at CUSO Financial Services in Jan 2013

      Interview

      Basic questions.

      Interview questions [1]

      Question 1

      2,800 base draw. Within 4 months or so you pay them if you're not meeting quotas of 10k or so/month. Each branch varies from my understandings.
      Answer question

      Other Financial Advisor interview reviews for CUSO Financial Services

      Financial Advisor Interview

      22 Jan 2022
      Anonymous interview candidate
      San Francisco, CA
      Declined offer
      Positive experience
      Easy interview

      Application

      I applied through a recruiter. The process took 2 weeks. I interviewed at CUSO Financial Services (San Francisco, CA) in Jan 2022

      Interview

      Recruited for first call with regional manager by a remote recruiter. Initial phone call with them to do an informal background. Next was in a formal in-person interview. Reviewed opportunities for job placement.

      Interview questions [1]

      Question 1

      Standard what are you looking for in your practice. Are you ok with working in a bank or CU.
      Answer question

      Financial Advisor Interview

      11 Feb 2015
      Anonymous interview candidate
      Declined offer
      Negative experience
      Average interview

      Application

      I applied online. I interviewed at CUSO Financial Services

      Interview

      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 [1]

      Question 1

      How would you close a deal if you have a 3 million dollar customer in front of you?
      1 Answer

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