It's everything I thought it would be - Financial Advisor TruStage Employee Review

5.0
Mar 31, 2022
Recommend
CEO approval
Business Outlook

Pros

I'm sure every region and credit union is different, but I'm very happy with my credit union and leadership with this firm. Excellent field support, systems, and the ability to create a world class investments program at you credit union based on your drive.

Cons

CBSI systems could've been better and so that's why they have chosen to join an alliance with LPL.

Explore other reviews about TruStage

5.0
Jun 16, 2026
Recommend
CEO approval
Business Outlook

Pros

Flexible work environment, good salary and mission

Cons

Remote work standards vary team to team

4.0
Jul 9, 2026
Recommend
CEO approval
Business Outlook

Pros

Flexible time off (encouraged to take) Profit sharing bonus Annual raise

Cons

High turnover on the DigComms team Annual/quarterly onsite requirement Management oversteps boundaries and gets way too familiar Forced "family" environment and performance reviews take a hit if you don't overly engage outside of work-related conversation

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