Large firm, conservative, felt like a government agency - Wealth Management Advisor TIAA Employee Review

Great work life balance, good benefits, decent pay, ease of running your own practice as an “advisor”, and healthy work environment

Management styles can vary and affect your experience, upper management doesn’t seem to be well equipped to ensure the organization’s success but it is resilient nonetheless.

Flexibility, strong mission, nice office, generous retirement plan in addition to 401(k) match.

Lack of strategic clarity, culture that is unused to making sales, constant and debilitating reorganizations.