Investment Counselor Sr. Lead

Citi

Today

Miami, Florida$200K - $300KFull TimeGeneral Medicine

✓ No Call✓ No Weekends

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Job Description

About the Role

Join Citi as a Investment Counselor – $200K-$300K in United States. The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area.

Key Responsibilities

Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.

They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas.

Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.

Requirements

Job Family Group: Private Client Product Services

Job Family: Investment Counselor

Time Type: Full time

Primary Location: Miami Florida United States

Benefits & Compensation

Salary: $200K - $300K

401(k) with employer match.

Work Schedule

Full-Time position.

No explicit call, weekend, or night shift information provided.

This position offers competitive compensation. Work with Citi in United States.

Key Skills

Investment adviceRelationship managementWealth planningPrivate bankingQuantitative analysisQualitative analysisStrategic planningCommercial awarenessNegotiationRisk assessmentCompliancePortfolio managementClient acquisitionFinancial analysisAsset managementSpanish fluency

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Position Insights

Work-Life Balance Overview

This Investment Counselor Sr. Lead position at Citi includes the following lifestyle factors: no on-call duties, no weekend requirements. Candidates should review the full job details to assess overall work-life fit.

General Medicine — Physician Career Context

This General Medicine position at Citi is open to physician candidates.

Physicians (MD/DO) are in high demand across healthcare settings, with growing interest in positions that offer sustainable schedules and reduced administrative burden.

Compensation Analysis

Citi lists compensation for this physician position at $200k to $300k annually.

Location & Logistics

This position is based in Miami, Florida.

Florida has no state income tax, which can significantly increase take-home pay compared to high-tax states. For a physician earning $300k, the absence of state income tax can represent $15k–$30k or more in annual savings.

Why This Position Stands Out

No on-call requirements — clinicians are completely off-duty after hours
No weekend shifts — preserving personal and family time
Transparent compensation ($200k–$300k)

Skills, Responsibilities & Benefits

Key skills and qualifications: Investment advice, Relationship management, Wealth planning, Private banking, Quantitative analysis, Qualitative analysis, Strategic planning, Commercial awareness. Candidates with experience in these areas may be especially well-suited for this General Medicine role.

Core responsibilities: The Investment Counselor will manage and grow investment relationships with ultra-high net worth clients by providing tailored advice and solutions. They are responsible for leveraging internal partnerships and local networks to acquire new clients while ensuring compliance with firm policies and re...

Benefits package: Health Insurance, Dental, Vision, 401k, Life Insurance, Disability Insurance, Wellness Programs, Paid Time Off. A comprehensive benefits package is an important factor in evaluating total compensation beyond base salary.

About WeekdayDoc

WeekdayDoc is the only healthcare job board that scores every position for burnout risk and work-life balance. Every listing includes a proprietary burnout score, transparent salary data when available, and lifestyle filters for no-call, no-weekends, and remote positions. Browse more General Medicine physician jobs on WeekdayDoc to compare work-life balance scores and compensation across employers.