Investment Counselor
Top-quartile offer — review RVU targets and contract red flags
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vs WeekdayDoc + BLS OES 2024 · TX adjusted
380% above median for Counselor in TX
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Job Description
About the Role
Join Citi as a Investment Counselor in United States. The Investment Counselor 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: Dallas Texas United States
Benefits & Compensation
- Most Relevant Skills Please see the requirements listed above.
- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
- Anticipated Posting Close Date: Mar 09, 2026
Work Schedule
- Full-time position.
- No explicit call, weekend, or night shift information provided.
Apply to join Citi as a Investment Counselor.
Key Skills
Position Insights
Work-Life Balance Analysis
WeekdayDoc's proprietary algorithm rates Investment Counselor at Citi a 6.0 out of 10 for work-life balance — classified as good. This places the position in the top 35% of all General Medicine physician listings evaluated on our platform. Contributing factors include no on-call duties, no weekend requirements.
This score reflects a generally positive work environment with some areas for improvement. Clinicians should evaluate scheduling and workload expectations carefully.
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 United States.
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, Client Relationship Management, Quantitative Analysis, Qualitative Analysis, Risk Assessment, Commercial Awareness, Communication Skills, Team Collaboration. Candidates with experience in these areas may be especially well-suited for this General Medicine role.
Core responsibilities: Investment Counselors at Citi Private Bank are responsible for establishing, growing, and managing investment relationships with ultra-high net worth clients. They provide advice on markets and investment ideas while leveraging internal partnerships to optimize client service.
Benefits package: Medical, Dental, Vision Coverage, 401(k), Life Insurance, Accident Insurance, Disability Insurance, Wellness Programs. 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.
Benefits & Perks
Work-Life Balance Score
Protective Factors (2)
No on-call (β=6.95; p<0.001 for ↓ exhaustion)
No weekends (57% ↓ work-life conflict)
Interpretation: Position shows moderate burnout protection with 2 validated protective factors.
Job Details
Employment Type
Full Time
Posted
2mo ago
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