Offered an FA position at Chase

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Jan 7, 2017 3:46 pm


I'm currently working in a support role in Private Banking. I work side by side with the top wealth advisor int the firm. While I wouldn't consider myself a rookie, I wouldn't say I am tenured either. I am already licensed. Have been in the business for a few years, mainly supporting advisors. I have the CFP designation as well.

I would like to be an advisor one day. I am currently being offered an Advisor position at Chase. It is in Chicago but not at a large branch. There is no book of business in place. My current firm does have me on a career path but it is at least a year out. So I am seriously considering taking the position at Chase.

Am I setting myself up for failure? I am not a cold caller type but do well establishing relationships and trust. I am currently at one of the big banks but not as big a bank as Chase. I do work in a bank already so have exposure to being in a branch all day. Just was never given the opportunity to handle clients on my own.

Please let me know your experience and thoughts. Thanks.