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.

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5.0
Jun 21, 2026
Recommend
CEO approval
Business Outlook

Pros

Friendly environment to work for.

Cons

As banker we have to produce every month.

4.0
Jun 30, 2026
Recommend
CEO approval
Business Outlook

Pros

Flexible schedule for part time.

Cons

The benefit package is underwhelming

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