Chase Employee Reviews for Associate Financial Advisor
Browse Chase Reviews by Job Title →Associate Financial Advisors at Chase give their company a 3.7 out of 5.0, while the average rating for Chase is 4.0, making them 8% less happy than every other employee at Chase and 6% happier than every other Associate Financial Advisor on CareerBliss - the happiest Associate Financial Advisors work for Morgan Stanley.
What do you like about working at Chase?
"The company has a solid reputation, and if you don't have a current book of clients, the bank channel provides a captive audience. The product mix is decent with a big push by management to do A-shares and annuities. They have a good managed money platform but most of the clients are savers and very unsophisticated. Fixed annuities and conservative funds are almost all I can sell. As for Chase, great name, benefits and platform."
Do you have any tips for others interviewing with this company?
"If you have a current book of business go somewhere else. If you are starting over then you can't go wrong. They want at least 3 years talent and expect them to be excited over 25% payout."
What don't you like about working at Chase?
"The comp structure leaves a lot to be desired. The current comp plan for new FAs (2011) is $24k salary year one and drops to $12k year two with a whopping 25% payout."
What suggestions do you have for management?
"More support and less micro-management. Also let adisors network outside of the bank. CPAs and Estate Attys work with a lot of wealth people."
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