Erin Vallicelli Email & Phone Number

CUNA Brokerage Services is the brokerage arm of CUNA Mutual Group, a financial services company serving credit unions and their members for over 80 years.Being a Financial Advisor in a credit union is a better opportunity than you might think – consider this:• Members of credit unions are loyal – this gives you instant credibility to potential clients• 34% of consumers don’t currently use, but are interested in using, professional financial management services from their financial institution (1)• Credit unions succeed when their Financial Advisors succeed – they want to refer members to advisorsWe offer our Financial Advisors:• Competitive, commission-based salary• Referral business through built-in relationships with credit unions and their members• Investment product choice and freedom • Integrated marketing support to target/reach members most likely to purchase• Technology that provides paperless end-to-end processing• Focused support & training• Outstanding benefits packageCUNA Brokerage Services has been recognized for four consecutive years as one of one of the Top 15 broker dealers in the U.S. – measured by advisor productivity.(2) Contact me to learn more!Erin.Vallicelli@cunamutual.com | 855-686-0823 | www.joincbsi.com(1) Retail Banks and Credit Union Infographic, Mintel Corp., Feb 2014.(2) CBSI was recognized by Investment News as one of the Top 15 Broker/Dealers in the country as measured by percentage of advisors producing $500k or more in GDC April 2013 and April 2014.CBSI-1241312.1-0715-0817

Listed skills include Talent Acquisition.