CHASE is partners with the DEVIL - Financial Advisor Chase Employee Review

1.0
Apr 30, 2014
Recommend
CEO approval
Business Outlook

Pros

The CHASE name is recognized across America. Viewed as big and safe after the 2008 Bank Crisis.

Cons

Chase found a way to take all the fun our of being an Advisor. Financial Advisors are not allowed to offer clients original or personalized portfolio solutions. COOKIE CUTTER. All investment offering are off CHASE happy meal menu f FOUR solutions matrix. Clients are told their investments are CHASE managed and no other competing investment companies are alllowed to be discussed. No Insurance planning. Brokers do not get paid for stock trades that clients conduct. Saturday office hours required even with no appointments. Dimon's ego has completely impaired his ability to to listen to any feedback or new ideas.

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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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