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
Jan 19, 2026
Recommend
CEO approval
Business Outlook

Pros

Great benefits, nice campus, on-site cafeteria with many options, on-site gym (fee is approx $15/mo). Nice/newly renovated buildings, with nice amenitites (break room, jump in/out offices for privacy). In general, work-life balance was good, especially being able to work remotely (additionally) as needed.

Cons

They tend to do re-orgs fairly often (every 1.5 years or so), so it can be hard to get promoted within your current role, you should plan on applying for other roles within the firm, at the level you are looking to be promoted to. Must work in office at least 3 days/week starting in 2026, used to be 2 days a week from 2021-2025. Which means parking will be crowded if you don't get there by 9am. Work stations are not reserved, so if you don't get there early enough and if you don't have a co-worker saving you a spot, you might not find a seat in your work area very easily.

1
3.0
Jun 29, 2026
Recommend
CEO approval
Business Outlook

Pros

Great benefits and work/life balance if you're on the right team.

Cons

Having a bad manager dictates everything about your job. You will see no upward mobility or compensation improvement if you are under a poor manager.

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