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
Jun 5, 2026
Recommend
CEO approval
Business Outlook

Pros

workk life balance is good

Cons

workk life balance is not good sometimes

2.0
Jun 11, 2026
Recommend
CEO approval
Business Outlook

Pros

Benefits and time off are definitely a plus, very accommodating.

Cons

Great working environment, but you need to be co cern every year when cuts hit. They rate you average if they plan on cutting you and it seems like the cuts are based higher on the older employees that have many years with the company. Growth was non existing, every year it was senior managers are not allowing any promotions even to 2 rating employees for many years.

See reviews by: Helpful|Rating|Date|All