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Quotas & expectations of you in the roles
Thanks for the feedback
Who your higher ups are. The people you report to largely determine your immediate future. Would compare chase and BoA to see who can set you up for success the best.
Great advice. Thanks. So part of the reason of thinking about the move. I originally applied for the advisor program at Chase but was denied bc I’m already licensed and they wanted licensed individuals. But BofA is willing to take me licensed. So that’s a huge upside in my book
I used to manage FSAs at Merrill Edge years ago when the program first rolled out. Just like with Chase, your success mainly depends on the banking center you would be sitting in. It’s all about the foot traffic in your branch since you work off of referrals from the bank. If you are interested, first find out what branch you would be in and see what the traffic is like in the closest chase branch to compare. I’ve seen plenty thrive and then failed when they moved branches. It’s a pretty low key job with only having to work a couple Saturdays a month. The only real way to get promoted up from the role is to take over your managers role. It’s hard to move from FSA to another role inside of BAML.
Thanks. Great feedback.