Wealth Management Advisor - Wealth Management Advisor TIAA Employee Review

1.0
Jan 3, 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
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.

2.0
Jun 16, 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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