In the interview process with Citibank to be an Investment Service Associate. I’ve got my Series 7 and Series 63, and they’re opening up a new branch in my city (in Florida).

We haven’t discussed salary but the recruiter mentioned between $65-70k annually for the position. I’m curious if I’m getting low balled or if this is decent pay? Citi

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Posting as :
works at
You are currently posting as works at

I’m not at Citi but at My firm I am paid by the firm as well as the advisors. Can you also do that’s t Citi? How are bonuses structured? Can you share in revenue? All paths to earn more. The base seems average but need bonus money too!

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From my understanding the role will not be sharing in commissions. It’s a call center setting and I will be handling return customer calls.

To be honest I’m new to the finance/investment industry and I didn’t even think to ask those questions (aside from the bonuses, but I was waiting for the second interview to discuss that along with salary negotiations). I’m glad to hear the base seems at least average. I am hoping to negotiate a little over $70k since my current company announced a pay raise to try to keep us.

Are you going to be at a call center handling calls from from customers or Advisor support or a CSA at a branch working directly with an advisor? If it’s for CSA then you’re getting low balled, if you’re at a call center then not sure, but that’s probably not too far off.

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