Wealth Management Advisor - Wealth Management Advisor TIAA Employee Review

2.0
1 Mar 2017
Recommend
CEO approval
Business outlook

Pros

- Friendly, lots of clients/opportunities. - Strong values, put customer first. - Mentor program and collaborative team environment helps new advisors get up to speed.

Cons

- Role requires far too much account maintenance and documentation. - Disparate systems and business processes. - Lack of transparency around compensation, no annual raises, low payouts. - Extreme levels of micro management. - High burnout rate.

Explore other reviews about TIAA

5.0
14 Jun 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
16 Jun 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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