Firm cares about Institutional Clients (schools) more than Individual Clients (retail) - Wealth Management Advisor TIAA Employee Review

2.0
2 Nov 2022
Recommend
CEO approval
Business outlook

Pros

Quiet quitting central if you are one to do so. Great benefits and able to leave early each day unless you want to outperform. Compensation is middle of the road for w2 advisor. No equity or ownership available which is important to high producing advisors. CEO T seems to be making positive changes where she can.

Cons

No growth as an advisor. They have created a perceived career path, but it never pans out since they change compensation each year. There is no true integration of financial planning. It's basically running a high-level retirement model and selling clients on consolidating/managed assets. Asset gathering is the name of the game and there is no accountability for providing solid financial advice. The institutional side is main priority. Winning big retirement plans is top of mind.

Explore other reviews about TIAA

5.0
1 June 2026
Recommend
CEO approval
Business outlook

Pros

Culture, benefits, PTO, flexible, career growth potential

Cons

Must be in a hub for significant career growth

4.0
13 Apr 2026
Recommend
CEO approval
Business outlook

Pros

Pay and benefits. Leaders within department org are great. Awesome people to work with day to day

Cons

Senior leaders at top of org are meh. Talks of 5 days a week in office very soon. It feels there is a lot less flexibility than before covid with a lot of badge report monitoring and micromanaging everyone to be in office for 8 hours. Whereas before pandemic it was a lot more lenient to go to doctor appt or child care without worry of retaliation that I didn't hit my days in office this week without a documented reason

3
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