about Smith Barney FAA - Smith Barney Financial Advisor Citi Employee Review

4.0
Apr 25, 2009
Recommend
CEO approval
Business Outlook

Pros

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.

Cons

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
May 25, 2026
Recommend
CEO approval
Business Outlook

Pros

Great benefits. Everyone is friendly and helpful. They do more than just pay lip service to work life balance

Cons

Like any job, the manager is the one that can make or break the position

2.0
Jun 12, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Great benefits (PTO, healthcare, etc.) for FTEs

Cons

Everything else - Carousel of management changes - Vague and ever-changing role/job descriptions and associated metrics - The constant feeling that we're all about to be laid off but must "prove" our value in the meantime

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