Strong brand and credibility in marketplace - Financial Advisor Citi Employee Review

4.0
Nov 28, 2008
Recommend
CEO approval
Business outlook

Pros

Distinguished organization with strong brand. Strong analytical support including help desks for all topics. Flexible platforms allow for customized investment strategies. Focused on comprehensive financial planning and tools are satisfactory. Compensation package is attractive. Very entrepreneurial environment which works for more established FA's.

Cons

Very big and too much information to navigate. Too many platforms for advisors to choose from, each with a different fee schedule. Lately, issues with financial stability affects prospect perception. Employee cuts may affect customer service. Not much support for newer FA's. Throw you out there and figure it out on your own. No marketing budget so you have to spend a lot of money to make money. A lot of focus on cold calling rather than other marketing strategies.

Explore other reviews about Citi

5.0
May 13, 2026
Recommend
CEO approval
Business outlook

Pros

Pretty decent benefits , but your exp is based on your team, and the lunch is pretty good

Cons

workload is pretty intense and with ai expect development to be rapid.

2.0
Jun 12, 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great benefits (PTO, healthcare, etc.) for FTEs

Cons

Everything else - Carousel of management changes - Vague and ever-changing role/job descriptions and associated metrics - The constant feeling that we're all about to be laid off but must "prove" our value in the meantime

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