Pros
All licensing and study materials were paid for by the company for the Series 6, 63, and Life, Accident, and Health. I was also paid a salary for my study time. The staff at my branch was a pleasure to work with and the atmosphere was mostly positive. Opportunities for compensation were good and I learned a lot about investing, saving, and how badly most Americans do both. It is a nice place to work but finance in general was not right for me.
Cons
I was placed to work in a branch in Garland when I lived in Mesquite. I passed 4 other Chase branches on my way to work. The position is advertised as one where an ulimited number of investment customers walk in the door every day but it still takes a lot of work to profile and prospect those customers. Scheduling didn't always make sense. Personally I don't like working on Saturdays but had to work 3 out of 4 each month. After 6 weeks of licencing there were another 4-6 weeks of training. By the time I got to do my actual job I was no longer excited about it and had forgotten the earliest training I went through; each week of training did not build upon the previous. Once when a senior manager asked me about the results of a precedent I had set in taking loan apps via a new method. I gave her my opinion about a couple things that I thought would improve the program. I was later reprimanded by my local manager for giving my opinion. In the future I should give only positive feedback. Negative feedback should be given to my direct report (who wasn't even there to observe what I saw) and then he would decide if it needed to be reported further up. When I asked for help or was told I was underperforming I don't feel like I got the help I needed to be successful.
