Chase could be more helpful to Financial advisors - Financial Advisor Chase Employee Review

2.0
Aug 22, 2009
Recommend
CEO approval
Business outlook

Pros

The retail branches of Chase are an interesting place to work as opposed to boutique retial financial advisory firms. The branch is a great place for traffic and immediate access to customers.

Cons

Depending on the Branch manager, a financial advisor who is interested in making or enlarging a book of business will have a hard time especially since the brance is concerned about the P/L of the branch only and not the business partners.

Explore other reviews about Chase

5.0
Apr 18, 2026
Recommend
CEO approval
Business outlook

Pros

Good pay and benefits. And full time

Cons

Lots of admin work. And focusing on controls

4.0
Jun 19, 2026
Recommend
CEO approval
Business outlook

Pros

Great benefits and team atmosphere. Great training and team support. Great incentive program for investment clients.

Cons

Cold calling the same leads every few weeks. Some slow days. Takes a long time to move up

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