Wealth Management Advisor - Wealth Management Advisor TIAA Employee Review

2.0
1 Mar 2017
Recommend
CEO approval
Business outlook

Pros

- Friendly, lots of clients/opportunities. - Strong values, put customer first. - Mentor program and collaborative team environment helps new advisors get up to speed.

Cons

- Role requires far too much account maintenance and documentation. - Disparate systems and business processes. - Lack of transparency around compensation, no annual raises, low payouts. - Extreme levels of micro management. - High burnout rate.

Explore other reviews about TIAA

5.0
25 June 2026
Recommend
CEO approval
Business outlook

Pros

Great opportunities for growth and supporting management

Cons

There is nothing to love about TIAA!

2.0
16 June 2026
Recommend
CEO approval
Business outlook

Pros

Compensation is great for advisors once they are promoted to VP. Everyone else has to wait a year and hope for a good rating that's more of a game than merit based

Cons

Woke culture, reverse discrimination, very frustrating to do business with as a client

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