Bank Opportunity

8 replies [Last post]
Florida12's picture
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Joined: 2012-01-26

Has anyone worked or is working in a Chase branch as a Financial Advisor?  Any feedback on bank opportunities vs a wire?  Natural market leads have run thier course and bank/credit union programs at least get you in front of warm prospects?  Thoughts? 

bhp00fbc's picture
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Joined: 2011-04-29

A lot depends on what branch or book you can walk into.  Have they offered you a specific opportunity?

bhp00fbc's picture
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Joined: 2011-04-29

A lot depends on what branch or book you can walk into.  Have they offered you a specific opportunity?

Florida12's picture
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Joined: 2012-01-26

Yes, 3 branches 160 million deposit base 30-40 million investment book. 

bhp00fbc's picture
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Joined: 2011-04-29

That is a pretty strong deal IMO.  I went to Chase from a wire a couple years ago and had a lot less to start with.  There is always a trade off, but you're right about the warm prospects. 

Florida12's picture
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Joined: 2012-01-26

Thanks.  I am at a wire now.  I assume you are trading freedom for prospects.   Are you still there and happy you made the switch from a wire?  It will a long commute for me which makes those nights and Saturdays even longer but if I can make a living...

bhp00fbc's picture
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Joined: 2011-04-29

No regrets in leaving wire since it was getting harder and harder to make a livinig there.  At least here I am growing my book etc.. Having licensed bankers also makes a difference in how fast you ramp up.

BigRed's picture
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Joined: 2007-04-15

What should i expect in an interview with Chase?  I work in another JPMC LOB, and am liscenced.  Any tips to make sure I get hired?  What are the activity ratios?

sollyman's picture
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Joined: 2007-10-09

hi what are the payouts for chase fa?

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