Chase Financial Advisor Reviews | Glassdoor

Find jobs for Financial Advisor

Chase Financial Advisor Reviews

Updated Apr 5, 2018

To filter reviews, or .

Found 52 reviews

3.0
StarStarStarStarStar
Rating TrendsRating Trends
48%
Recommend to a Friend
58%
Approve of CEO
Jamie Dimon
8 Ratings
  1. "Great company"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Advisor in Springfield, MO
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Chase full-time for more than a year

    Pros

    Great health care, 401k, and overall benefits package. It's a great work environment with a LOT of room for growth. 3 weeks paid vacation included as well!

    Cons

    The cafeteria closes around 6pm, so if you work the late night shifts remember your meals or change for vending machines.

    Advice to Management

    Keep up the great work on encouraging and fostering talent for those who wish to advance.

    Chase2017-01-23
  2. Helpful (1)

    "Financial Advisor"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Advisor in Chicago, IL
    Doesn't Recommend
    Positive Outlook
    Approves of CEO

    I worked at Chase full-time for more than 5 years

    Pros

    Good Training. Excellent benefits. Good company reputation.

    Cons

    Lower than average compensation. Poor lower/middle management. High turn over in these ranks. I had 6 different managers in a one year period. Local branch personnel and not valued. Corporate office much better culture and better opportunities. Chase bank values the bank's profitability over client experience and treating employees fairly and with respect.

    Advice to Management

    Do the right thing for the customer first. Don't just say that. Do it.

    Chase2018-04-06
  3. Helpful (2)

    "Financial Advisot"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Advisor in Houston, TX
    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO

    I worked at Chase full-time for more than a year

    Pros

    Unrealistic sales goals were propagated without evaluation, or method

    Cons

    Managers were unethical, and more concerned with covering up their past misdeeds.

    Advice to Management

    resign

    Chase2018-01-05
  4. "Provide investment advise to bank's customer base."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Advisor in Miami, FL
    Recommends
    Neutral Outlook
    No opinion of CEO

    I worked at Chase full-time for more than a year

    Pros

    Flexibility, good working atmosphere, good benefits.

    Cons

    Advisors rely on bank referrals for production.

    Advice to Management

    Provide more support to advisors, by requiring minimum referral activity from bank personnel.

    Chase2017-09-29
  5. "You'll make money if you work for it"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Service Advisor in Springfield, MO
    Recommends
    Neutral Outlook
    No opinion of CEO

    I worked at Chase full-time for more than 5 years

    Pros

    Good benefits, up-to-date equipment, good (fun) training classes, nice cafeteria, caring managers. They help you succeed so that they succeed.

    Cons

    Pay attention to your time because every minute on the clock is counted for. Meeting your matrix for goals and sales is not always easy. They often hired managers from outside rather than promoting from within.

    Chase2017-03-11
  6. "Financial Advisor"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Advisor in Lake Mary, FL
    Recommends
    Positive Outlook

    I worked at Chase full-time

    Pros

    Good benefits 401K Variable Schedules Health Insurance Good recognition programs

    Cons

    Slow career development Stressful Variability in Manager Quality Pay scale could improve Dress code could be more relaxed

    Chase2016-05-20
  7. Helpful (1)

    "Financal Avisor"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Branch Financial Advisor in Liberty, OH
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    I worked at Chase

    Pros

    At fist it sounds lie a great job.

    Cons

    It is nota good job...Managements expects unrealistic goals goals---that really just want u to sell Annuities!

    Advice to Management

    Tell recruits how it is straight up!

    Chase2016-01-14
  8. "Financial Advisor"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Advisor in Orlando, FL
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    I worked at Chase full-time for more than 10 years

    Pros

    People within the branches were great.

    Cons

    Chase upper management don't care about the employees. The continually demanded more while slashing compensation.

    Advice to Management

    Compensate employees for good work.

    Chase2015-11-19
  9. Helpful (1)

    "Just SELL!!! Product not important"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor in New York, NY
    Disapproves of CEO

    I have been working at Chase full-time for more than a year

    Pros

    Good place to learn what the industry has become. If you pay attention, you can learn a lot .

    Cons

    There is CONSTANT pressure on mgt to increase numbers, at any cost, sometimes There is also plenty of politics. Left this company feeling dirty!

    Advice to Management

    It is what it is...... There is no going back to putting the customers' needs ahead of those of the shareholders.

    Chase2015-06-03
  10. Helpful (3)

    "A bit of advice and insight..."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor in Indianapolis, IN
    Doesn't Recommend
    Neutral Outlook

    I have been working at Chase full-time

    Pros

    The benefit package is average or above.

    Cons

    Corrupt value system. Human Capital is just that; a consistent pipeline of interviews is constantly ongoing, for when it's inconvenient to keep YOU any longer. Someone else will dovetail right in and take your place. I was the fourth person in my role in a six year period. Poor client driven relationship practices with this level of turnover. The "core values" on every login screen of every computer are completely...

    Show More

    Advice to Management

    Try some Dale Carnegie. It's timeless. It will earn you respect, not fear. Learn to respect those you manage. They may manage you some day.

    Chase2015-05-06
Found 52 reviews