Discover Why CFS is Great for Your Career


The Credit Union Advantage:
Community and regional-based credit unions share your service-oriented philosophy and support your goal of putting members first.


CFS provides our credit union partners with an array of investment and insurance options to satisfy the product preferences and risk tolerances of all members. Our comprehensive management platform, dataVISION®, provides the support you need to track members' portfolios and meet Compliance requirements.!


The foundation for our technology systems, and the framework for your success, is dataVISION®, our fully electronic, web-based account management system that simplifies administration, communications, sales, and reporting functions. This proprietary technology was designed from the outset to efficiently handle the "front and back end" administration, organization, and management of accounts - all electronically.


Back Office Support:
We currently maintain a ratio of about five full time advisors for each back office staff member. Additionally, CFS departments cross-train to ensure that someone is always available to answer your questions. The average tenure is more than five years and the majority of our staff members have more than 15 years experience in the securities industry.


CFS provides a multitude of marketing support resources for your investment program. Whether it's client-facing modules, a shared repository of peer-produced marketing materials, strategic program analysis and planning, or ready-to-use workshop templates, CFS has all of the content to get you up and running quickly.


We Believe in a Balanced Lifestyle

CFS believes in promoting healthy lifestyle choices and assisting our employees to achieve a Balanced Lifestyle. Our Balanced Lifestyle Program is voluntary; however, achieving a certain level of involvement results in a medical insurance premium discount.

Program includes company paid annual biometric screenings and health risk assessments, monthly challenges and/or activities, free webinars, articles and tools to achieve balance. All employees are provided with a guide about the program upon hire.

Helping Employees Live Life Better!