Awful environment for an experienced Wealth Management Advisor - Wealth Management Advisor TIAA Employee Review

1.0
15 Jan 2016
Recommend
CEO approval
Business outlook

Pros

Solid benefits, including 401k match and pension plan Competitive salary and compensation with upside potential Reputable company in the eyes of their clients and financial industry

Cons

Management in Wealth Management/Individual Advisory Services is incredibly stifling and micromanaging. Managers lack experience, integrity, and security to treat their advisors like professionals and adults. No input is wanted from advisors and producers at all and the culture and vibe is very negative and poisonous.

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.

4.0
13 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Great work life balance Some offices are very nice Great people Meaningful work

Cons

Operations are a disaster Very little innovation Losing market share Highly bureaucratic Poor Management at all levels

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