Advisor and Client Onboarding | Wealth Advisor Opportunities

Resources
& Sales Support

Everything You Need To
Build Your Business

As a new Wealth Advisor, you'll receive personalized marketing and strategic sales support to deepen existing relationships and acquire new clients.

Client Marketing

Citi provides the resources you need to present yourself and the Citi Wealth offering to your clients in a personalized and relevant manner.

Advisor Webpages
Announcement Cards
Client Emails
Client Events and Seminars
Personalized Marketing Brochures
Pitch Presentations
Product and Educational Materials

Sales Support

One businesswoman and five business men sitting on a stage in chairs in front of a screen that says 'Citi where wealth happens.'

Continuous learning and collaboration with opportunities to help you grow your business with new technologies, insights product and sales ideas.

Monday Morning CIO Markets Calls
Monthly Leadership Calls
National Investor Excellence Conferences
Presidential Council
Quarterly Due Diligence Meetings
Regional Product Expos

Forbes Best in State Wealth Advisors,
Forbes Best in State Top Woman Wealth Advisors,
Forbes Best in State Top Next Gen Wealth Advisors,
Barron’s Advisor Top 1500 Financial Advisors

Awards & Recognition

Each year, our Wealth Advisors earn industry accolades. We help you showcase and market these achievements to reinforce your credibility and build client trust.

Forbes Best in State Wealth Advisors
Forbes Best in State Top Woman Wealth Advisors
Forbes Best in State Top Next Gen Wealth Advisors
Barron’s Advisor Top 1500 Financial Advisors

A Growth Mindset

John Zaia, Miami Region
Senior Wealth Group Executive

Hear from John Zaia on the type of Wealth Advisor that excels at Citi Wealth and how he supports their growth.

Watch This Video

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.