Chase Financial Advisor Development Program reviews

3.8

99% would recommend to a friend

(59 total reviews)

Jamie Dimon

99% approve of CEO

99% positive business outlook

Financial Advisor Development Program employees have rated Chase with 3.8 out of 5 stars, based on 59 company reviews on Glassdoor. This indicates that most Financial Advisor Development Program professionals have a good working experience there. Chase is rated in line with the average (within 1 standard deviation) by Financial Advisor Development Program professionals compared to other employers within the Financial Services industry (3.7 stars).

Reviews by job title

59 reviews
3.0
Jun 14, 2014

Big disappointment.

Recommend
CEO approval
Business Outlook

Pros

Hiring system is very organized and professional. Besides the Medical Plan which is the worst I ever had , the benefits package is good. Nice building with in cafeteria. Good salary.

Cons

Very disorganized Call Center. The calls are not distributed evenly between the groups. Bilingual advisors have double the job compared to other groups. I expected more professionalism and courtesy, specially from Managers. Employees are numbers and Robots. Some Managers are so stuck up that wont even look or say hello to the employee. Very stressful job to begin with, adding stupid scripts for transferring calls that are not followed by other employees and only add to the handle time make it worst. You can have an employee that is rude to the customer but if the employee has a low handle time, he/she is good. The Call Center is open always!!!!! You have to work Holidays. Getting the vacation days you want is almost impossible.

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.

2.0
Mar 16, 2014

it's been ok

Recommend
CEO approval
Business Outlook

Pros

They have good deposit balances and great brand name.

Cons

You can get moved around a lot.

Viewing 25 - 27 of 59 Reviews

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