Take your career to new heights with a compensation package that includes salary, benefits, incentives, and paid office expenses. Plus, we’re one of the only brokerage firms in the country providing 401k match and a pension plan.

Full benefits package1

  • Compensation above industry average (based on $394k average GDC2)
  • Paid benefits package
  • Pension plan, 401k match for CBSI employees
  • Incentive and recognition programs

Paid expenses

  • Office space in the credit union
  • Technology, sales support and home-office support and turnkey marketing tools
  • Results proven training begins immediately after hire and continues with advanced training, coaching and mentoring3
  • Licensing, continuing education

Contact us today!

855.686.0823 or

It’s time to work with a broker dealer partner who is invested… in YOU.

1Benefits vary based on the Credit Union’s selected business model and sponsoring credit union; consult a recruiter for details.
2Based on CBSI internal reports, 2014 year end results
3Advisors who complete the advanced training program increase production by over 35% on average, based on CUNA Mutual Group data


“An advisor should partner with CBSI because of the opportunity that comes with that partnership. You have the fullest potential… you are able to make it what you want it to be.”

Anna K., Financial Advisor