A bit of advice and insight... - Financial Advisor Chase Employee Review

2.0
May 6, 2015
Recommend
CEO approval
Business Outlook

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 dismissed if they are inconvenient to pushing the bottom line up for the quarter. Micromanagement. Efficient staffing (e.g: there may be only two tellers, and one banker in the branch, so that other team members (such as Mortgage or Financial Advisor partners) are unable to solicit bankers for information on shared clients to be prepared or to help the client from havfing to tell their story over and over, provide duplicate documents, etc - let alone update one another on how the pipeline is going, or make joint time together for coaching, outbound calling, etc. Fear of reprisal: if anyone actually says what's impacting business outcomes; extreme denial by Management when the subject is broached. Starts with "no... I'm sure that's not the case, and ends with "Well, that's the direction of things... it looks like". Lack of communication across silos. Silos, themselves (e.g.: Bankers and Financial Advisors, Business Bankers, Branch Managers / different arms of the business) do not effectively communicate information without much pressure to meet outside of working hours due to "efficient staffing".

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5.0
Jun 3, 2026
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Pros

Supportive, Attentive, Considerate, Mindful, Learning experience

Cons

Particularly hands off in regards to training

4.0
Jun 9, 2026
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Pros

Commission is good if you are in a good area

Cons

Base is low at Chase

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