Managed by people who have never "managed" before - Wealth Management Advisor TIAA Employee Review

1.0
Jun 3, 2019
Recommend
CEO approval
Business outlook

Pros

The training program was outsourced to Cannon = great

Cons

Middle management in Philly have no clue what they are doing. They are managing advisors even though they have never "advised" before

Explore other reviews about TIAA

5.0
Jun 14, 2026
Recommend
CEO approval
Business outlook

Pros

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

Cons

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.

3.0
Jun 29, 2026
Recommend
CEO approval
Business outlook

Pros

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

Cons

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

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