It Came From The Past--And Back It Should Go. - Financial Advisor (Registered Representative) Citi Employee Review

2.0
Sep 27, 2008
Recommend
CEO approval
Business Outlook

Pros

If you're the kind of person who doesn't mind selling an 85-year-old widow an annuity with a 10-year surrender charge, then this is the job for you.

Cons

Management is stuck in the 1970s, crowing about the benefits of their experience in "the Lehman System" of cranking out calls, following the time zones and "gathering the assets." Of course, there's little regard for what happens to clients because you're just supposed to focus on "assets and account." In today's highly competitive market where clients can get many of the services provided by financial advisors on the internet, you need to focus on giving clients the benefits of working with you and only you--that takes time, and it's a relationship that isn't going to start with a dinnertime cold call. Sadly, unless companies like this change, they're going to go the way of the dinosaurs which, by the way, is what many people call management.

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5.0
Mar 7, 2026
Recommend
CEO approval
Business Outlook

Pros

Good place as an intern

Cons

Have to travel to office no wfh

3.0
Jun 8, 2026
Recommend
CEO approval
Business Outlook

Pros

Great collaboration between work groups. There used to be room for advancement and diversity in the workplace.

Cons

Lack of job security for several years culminating in a layoff after nearly 3 decades with the firm. Like many places, benefits, raises, and advancement opportunities diminished over time as the firm decided to offshore roles.

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