about Smith Barney FAA - Recensione dipendente - Smith Barney Financial Advisor presso Citi

4,0
25 apr 2009
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

I've been with Smith Barney for less than a year now as a Financial Advisor Associate, Smith Barney has a good reputation, technology, and talented employees within the wealth management industry.

Svantaggi

The firm only care about how much assets you bring in as a financial advisor. Therefore, the firm train you well on how to prospect relentlessly but you have to basically self-learn about products, how to use technology, and how to do administrative paperworks. You are really independent from day one, and it is quite overwhelming. I was so disappointed by the firm's lack of support in terms of product or financial planning education for new FAAs. You have to bring in about a million dollar a month to be a very successful FA and it is very very difficult unless you have rich family background or established book of business.

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5,0
20 apr 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Strong name recogition. Global footprint

Svantaggi

Outdated trading systems, hyper competitive equities department due to relatively lower street ranking

3,0
3 lug 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Hybrid schedule, supportive managers, opportunities

Svantaggi

Once you’re in, comp basically plateaus. Layoffs are happening across the board, which tends to be the full-time culture of citi. The vibe is very much “run lean” until something actually breaks, and only then consider adding headcount. You have to be intentional about protecting your work-life balance, because the implicit expectation is that you’re always on—24/7, 365—without the support of a properly staffed team.

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