Wealth Management Advisor - Wealth Management Advisor TIAA Employee Review

1.0
3 Jan 2016
Recommend
CEO approval
Business outlook

Pros

Clients, financial planning process, commitment to clients. Well thought out process to planning however too much focus on developing out all parts of planning at same time, instead as appropriate for clients. Clients are highly educated, very nice, and easy to work with. Coworkers and admins are great to work with. Good for beginner needing to learn some basics and with no family or commitments outside of work as must be willing to ignore family and personal needs for 2-3 years to get book of business established. Knowledge and experience externally is not valued.

Cons

Micromanagement, negativity, vicious Directors willing to churn advisors to promote themselves to advisory leadership without concern for clients. Director with needle you on everything little thing, you will feel crushed. Bad move for my career. Everything you do and say will be held against you in your year end review and bonus.

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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

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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