Advise the World’s
Changemakers

Shape the Future of Wealth

Join a team where boutique-level attention and the global financial power of
Citi converge to spark a new era of wealth management for your clients.

Andy Sieg, Head of Wealth. '26 Investor Day.

The Citi Wealth Vision

2026 INVESTOR DAY

Our organization is on the move. We’ve got a clear vision for our transformation — and the pace of change is accelerating. Hear from Andy Sieg, Head of Citi Wealth, during our 2026 Investor Day as he explains what’s driving our momentum and the multi-trillion-dollar potential he sees from deepening relationships with our existing clients.

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Why Join Citi

Whether you’re an Independent Advisor or a Financial Advisor at another organization, come experience what sets Citi apart.

Meet Svitlana G.

Senior Wealth Advisor,
Citi Personal Wealth Management

Joined Citi Wealth January 2025

Video placeholder image from 'Shape the Future of Wealth' showing Svitlana G. in front of a bookcase

Citi offers a unique experience. Our Financial Advisors are empowered by a collaborative culture, visionary leadership, and global organization. Hear firsthand about what makes Citi an exceptional place to grow your career.

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Competitive Compensation

with robust benefits & perks

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Whether you’re an independent advisor or part of a team, we offer a highly attractive compensation package with additional benefits and perks when you join Citi.

Delano Jarrett

Senior Wealth Advisor, Citi Personal Wealth Management Joined Citi Wealth December 2025

Citi Wealth has the strength of their platform and ability to provide a full wealth management experience all under one roof, combining sophisticated investment solutions, banking capabilities, and internal support.

Black and white photo portrait of Delano Jarrett

Heather Serna

Senior Wealth Advisor, Citi Personal Wealth Management Joined Citi Wealth May 2025

Since joining Citi, I’ve significantly built my personal brand and grown my business, from partnering with my Wealth Relationship Manager on banking products and services to adding offshore clients.

Black and white photo portrait of Heather Serna

William Ruland

Senior Wealth Advisor, Citi Personal Wealth Management Joined Citi Wealth April 2025

Citi Wealth offers unmatched opportunities to grow my business within a global financial institution with excellent brand recognition, access to real-time market research, CIO content, a dynamic product platform, and countless referrals.

Black and white photo portrait of William Ruland

INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Citi Wealth is comprised of several client segments and businesses of Citigroup Inc. (“Citigroup”) providing clients access to a broad array of banking, lending, wealth management products and services available through bank and non-bank affiliates of Citigroup. You can receive banking and lending services from Citibank, N.A. (Citibank), Member FDIC and Equal Housing Lender NMLS# 412915, along with investments as a client of Citi Personal Wealth Management, a business of Citigroup Inc., that offers investments through Citigroup Global Markets Inc. (“CGMI”), member SIPC. Citibank and CGMI are affiliated companies under the common control of Citigroup Inc.

Advise the World’s
Changemakers

The Citi Wealth Vision

Why Join Citi

Whether you’re an Independent Advisor or a Financial Advisor at another organization, come experience what sets Citi apart.

Unparalleled Global Network

Untapped Opportunity

World Class Solutions

In-Depth Market Insights

Powerful AI Tools