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

4.0
28 Nov 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
7 Mar 2026
Recommend
CEO approval
Business outlook

Pros

Good place as an intern

Cons

Have to travel to office no wfh

3.0
4 May 2026
Recommend
CEO approval
Business outlook

Pros

Hybrid schedule right out of “training” and FT WFH privilege came much faster than expected. There are some great benefits. Job confidence as

Cons

Training was a waste of Citi’s money and a train wreck. Facilitator was all over the place. Normally there’s a flow to training, there was no flow and it was all over the place. OJT felt like sinking or swimming.

See reviews by: Helpful|Rating|Date|All