Private Client Advisor - Recensione dipendente - Private Client Advisor presso Chase

3,0
17 dic 2015
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

You have plenty of autonomy (assuming you're hitting your goals), and the referral system is designed towards feeding as much as business as possible to the financial advisor.

Svantaggi

Comp plan is ok at best. Revenue is not as important as net, new asset inflows. You receive an annual bonus (in addition to your commissions) depending on how much net new money you bring in for the previous year. On the flipside, if you're not on track on this net new money target, you take a 3% penalty on your payout grid. Quite a nuisance since not only are you losing revenue on the outflow, but the company will also reduce your payout which accelerates the negative impact on your pay.

Esplora altre recensioni su Chase

5,0
20 gen 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

great monthly uncapped commission and annual

Svantaggi

Lowest salary in the industry

4,0
23 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Good pay & good people

Svantaggi

Not the best work life balance

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