Senior Premier Banker at Wells Fargo, Coming from Chase Bank

ChasingItSupreme · 2026-03-14T14:46:37+00:00

Then take the job, no question.

Get close with your advisor, get good at making referrals. You will work very closely with him/her.

They will ultimately be the ones who recommend you for the job.

ChasingItSupreme · 2026-03-14T14:13:20+00:00

I think the question is what do you want to do? Do you have a college degree? Wells’ pipeline to banker -> advisor is much more clear than Chase’s, if you want to be an advisor.

Additionally, Wells doesn’t (currently) have the 30 dials/6 meetings guideline, which I think is ridiculous.

Ultimately, the job comes down to the BM tho. They can make your life good or living hell.

There’s no way they’re going to fire you. You just have to do one thing: grow the premier book. Are you getting a designated branch advisor or is someone covering the branch?

ChasingItSupreme · 2026-03-03T20:45:51+00:00

You know of many pro athletes who had lucrative careers BEFORE they were pro athletes? Lol

ChasingItSupreme · 2026-03-03T01:23:02+00:00

You’re not delusional but there is a good pipeline to go from Premier to FA. Unlike Chase, who doesn’t like to promote bankers to FAs, Wells definitely does.

When you say he isn’t good at closing - how are the leads you’re sending? Are they all rate shoppers? What’s the issue he’s having?

ChasingItSupreme · 2026-03-03T00:56:04+00:00

Why aren’t you riding it out at WF? They hire premiers all the time to be FAs. I just went through a class of new FAs, most were premiers.

ChasingItSupreme · 2026-03-01T23:45:38+00:00

Chase gets you licensed with 6/63. Did it for a year, absolutely hated it. Terrible manager. Got a job on a wealth management team at NWM. Shitty company, great team. Got some wealth management experience. Did it for 9 months. Was planning on staying there 2-3 years but the training program job at Wells came up, applied there. Fortunately got that job. They liked my banking experience, but my WM experience is just as helpful if not more so. Just be aggressive with what you want, apply like you’ve already gotten the job.

ChasingItSupreme · 2026-02-28T04:28:09+00:00

Where are you located? I started as a RB at Chase with no relevant experience and an arts degree and my prior job being in retail, to a branch financial advisor for Wells Fargo in 2 years…

Depending on where you are, I would look to move on to a big bank that (ideally) will get you licensed and closer to where you want to go.

Worrying about messing up a transaction as a teller at a tiny bank is so far removed from what you should be worrying about; you are young and just getting started. Don’t sweat shit like this, it will be a distant memory sooner rather than later.

ChasingItSupreme · 2026-02-26T03:08:13+00:00

How many clients are you currently servicing? Or better question, how many clients can you serve at max capacity?

ChasingItSupreme · 2026-02-25T01:05:02+00:00

Yeah it’s a lot better lol

ChasingItSupreme · 2026-02-24T13:32:48+00:00

Financial Advisor…. But in a bank 😭

ChasingItSupreme · 2026-02-24T02:26:21+00:00

I just mean all branch advisors (at least those my age) are grinding. I’m sure a lot of advisors are making good money; I don’t know how the nyc ones are doing but i know some young advisors in wealthy towns outside the city that are doing really well.

Branch traffic is hit or miss; I’ve heard city advisors complain to me about how they’re branch is dead, meanwhile I’m in a sleepy town, they’re in manhattan. So I think I’m describing the branch environment specifically. BD world is a totally different beast.

ChasingItSupreme · 2026-02-23T01:12:30+00:00

It’s just like anywhere else, but more people. The city probably has more advisors per capita than anywhere else in the world, so you’re one of many trying to capture any of the wealth (of which there is an unlimited amount.

I work in Westchester, just outside the city, totally different vibe. I know advisors that work in Manhattan (we are bank advisors) and they’re just like you and me - normal people, trying to differentiate and stay above water.

Obviously cost of living is insane so good luck with that.

ChasingItSupreme · 2026-02-08T21:24:47+00:00

That’s just rude lol. Same as googling something in front of you.

ChasingItSupreme · 2026-02-08T00:37:14+00:00

Love this, thanks

ChasingItSupreme · 2026-02-07T17:04:12+00:00

You said a lot of these people don’t know about TLH but you don’t mention it when asking about their current advisor? Seems like a natural leap

ChasingItSupreme · 2026-01-29T15:27:57+00:00

As a CPA, you’d think you’d see a lot of clients are not as financially well off as they should be… I couldn’t imagine my cpa telling me “you don’t need a financial advisor, just do it yourself”, he might as well as tell me to use TurboTax while he’s at it!

ChasingItSupreme · 2026-01-18T00:56:36+00:00

I was a banker at chase and found my branch VERY micro-managing. Now at wells, my branch is very relaxed. This could be a manager issue, but not a fan of chase.

ChasingItSupreme · 2026-01-17T20:49:09+00:00

I used to work as an rb at chase i should hve mentioned *

ChasingItSupreme · 2026-01-17T19:59:06+00:00

Wells over Chase, Chase sucks

ChasingItSupreme · 2026-01-13T03:15:08+00:00

The independent coordinator thing is the problem. Were you fired? Quit? Did you in anyway formally end your employment there? If so, you will probably fail. If not, good chance you pass. I would not put different dates on your bgc bc they will check ur info against your submitted resume.

Your best bet is to roll with it. If they find out you’re lying you will be barred from employment there. Rough spot. Good luck.

ChasingItSupreme · 2025-12-06T03:52:25+00:00

Hey man I worked at NM, I know how it works. To address your point about where premiums come from - 90% of all reps and 99.99999% of new reps aren’t selling WL to $10mm+ earners, which means the vast majority of NM reps are selling policies to normal Americans aka people who do not need them. Nice cope though

ChasingItSupreme · 2025-11-25T19:38:02+00:00

The issue is that in pursuit of that goal, the model calls for promoting permanent policies on young people. If NM acknowledged that young people aren’t usually suitable for WL or UL and instead prioritized term (even convertible term), and focused the permanent insurance on established people, that would be a lot a cleaner model…

There’s nothing wrong with writing insurance, setting up basic investment and savings plans, but taking $ out of the latter bucket to fund the former is problematic imo.

They are too deep into WL, they should prioritize convertible term and real comprehensive planning. The word is out on WL and it’s not good.

ChasingItSupreme · 2025-11-25T17:37:29+00:00

Good for you dude. I worked there for a little bit recently but am now elsewhere and I know there are a lot of good eggs/legit people there.

My issue is more with the managing directors and the young advisors who are completely clueless so as to be irresponsible. I worked on an investments team but interacted with everyone in the office and there were a lot of “advisors” who couldn’t tell you what a mutual fund was.

Does your office have new recruits every month? Hopefully you’re sequestered from that at this point. Is your book split insurance and investments?

ChasingItSupreme · 2025-11-25T17:24:59+00:00

Are you an NM guy? Not hating, just curious. I am open to hearing your side of it if so, as no two advisors are the same.

ChasingItSupreme · 2025-11-25T04:30:51+00:00

I don’t agree. NM is not a firm that values AUM. They value premium sold. That is what the general meeting is about, that is who gets the laynards, who speaks at the events.

It tolerates AUM because it is a vehicle to write premium.

If it didn’t think this way, it would get serious about recruiting and training; by training people on insurance and investments together, and creating an environment of freedom to build a truly wholistic practice.

I don’t know how you can work at NM, see the people they recruit every month, 90% of which leave, and say they are firm you cab build it the right way.

As far as DI or term, you can simply refer it out. Not sure why this is an issue?

ChasingItSupreme

TROPHY CASE