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TIAA-CREF Wealth Management Advisor Interview Questions & Reviews

Updated Jun 21, 2014
All Interviews Received Offers

Getting an Interview  

58%
8%

Interview Experience  

50%
16%
33%

Interview Difficulty  

Average Difficulty
6 candidate interviews Back to all interview questions
Relevance Date Difficulty
1 person found this helpful

Accepted Offer

Negative Experience

Difficult Interview

Wealth Management Advisor Interview

Wealth Management Advisor
Denver, CO

I applied online and the process took 5 months - interviewed at TIAA-CREF in January 2011.

Interview Details – Process is horrible. Have a minimum of 5 interviews that are not well organized. Director is not a nice person; very degrading/condescending interviewer. The entire process needs to be reworked. Had 7 interviews over a 5 month period with very little communication in between.

Interview Question – What's wrong with your current position?   Answer Question

Negotiation Details – Negotiation was non-existent. Offer presented as take it or leave it.


2 people found this helpful

No Offer

Negative Experience

Difficult Interview

Wealth Management Advisor Interview

Wealth Management Advisor
Detroit, MI

I applied online and the process took 2 months - interviewed at TIAA-CREF in February 2014.

Interview Details – Long proces with many layers, promised a job and was directed to the next level, the next Director was abusive and a bully he lacked interview skills making the process very difficult and confusing

Interview Question – Rather than being interviewed I was told tby the director that he found Independent advisors to be unlikely to be able to be supervised, and abusive to their clients . He presented a case that was unsolvable and expected that the role play would uncover every aspect of the client's needs in 20 minutes. I have multiple years of business experience and a Master's and have never been treated in an interview in such an manner. I should have hung up. I was only being polite because I was coached the person that I originally interviewed with that was new to the company that the interview would be difficult, he was a gem and I was looking forward to working with his group.   Answer Question


Accepted Offer

Neutral Experience

Average Interview

Wealth Management Advisor Interview

Wealth Management Advisor

I applied through an employee referral and the process took 5+ weeks - interviewed at TIAA-CREF.

Interview Details – Very long process with at least three interviews.

Negotiation Details – n/a


4 people found this helpful

Accepted Offer

Positive Experience

Difficult Interview

Wealth Management Advisor Interview

Wealth Management Advisor

I applied online and the process took 3 weeks - interviewed at TIAA-CREF.

Interview Details – Very thorough interview process. 5 interviews total- 4 via telephone and 1 in person. All involved situational and behavioral type questions. With plenty of experienced people in this business sector, they are looking for a culture and character fit in addition to experience and credentials. Hardest interview process I have encountered, as I could never get a read from the interviewers if they were moving me forward.

Interview Question – What do you know about our company?   Answer Question


Accepted Offer

Positive Experience

Average Interview

Wealth Management Advisor Interview

Wealth Management Advisor

I applied online and the process took 5+ weeks - interviewed at TIAA-CREF.

Interview Details – 1 phone interview, behavioral, industry knowledge, with a recruiter
2 group phone interview with local advisors, pick your brain about your motivation, industry knowledge
3 face to face with operations, local advisors, and director,

Interview Question – Give me a situation where you have difficulty working with an irate client....
What do you think is the most burdening part of a job...or your past experience
  View Answer

Negotiation Details – none, accepted instantly


Declined Offer

Positive Experience

Average Interview

Wealth Management Advisor Interview

Wealth Management Advisor

The process took 3 weeks - interviewed at TIAA-CREF in October 2008.

Interview Details – had phone interview, then met with potential future manager. I declined to be considered after that interview.

Interview Question – Tell me why you feel you can handle million dollar clients.   Answer Question

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