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      TIAA

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      Wealth Management Advisor Interview

      Aug 22, 2015
      Anonymous Interview Candidate
      Declined offer
      Negative experience
      Easy interview

      Application

      I applied online. The process took 2 months. I interviewed at TIAA in Jun 2015

      Interview

      Lengthy, multiple interviews with "Directors", who are sales managers of teams, usually responsible for around 10 people each. All the interviews are fairly similar and not difficult, there is a role play session where a fact sheet is provided. Finally, you will meet with the manager of the managers, known as the "Managing Director". The story is that the firm is so process oriented and thoughtful, that they have a lengthy process to get the right people in the job. The truth of it seems that the company likes to hire in groups across multiple locations, and send them to training at a central location, and the intakes are set during set specfic times of the year. They do not have these trainings on a rolling basis. Meaning, it probably has more to do with managing the cost of hiring and training. Their sales module is also very lengthy, meaning for a new hire to provide a positive return on the investment made, could take a long time. Those who started interviewing in June, will get hired in August and be sent to the training in the beginning of September's intake. The interviews are to simply keep the candidate interested because the company doesn't want to spend money constantly hiring and training each month. They figure this will help them get the most interested people to do the job. Management and HR have very poor communication. Managers do not really know where you are in the interview process. They could be your first interviewer, or your 3rd and they will all ask you if you have interviewed with at the office with anyone before. Fairly routine questions for someone in the industry and understands the sales processes the firms tend to like. Ironically, turnover is high but not unusual for the industry.

      Interview questions [2]

      Question 1

      Out of all the jobs you had prior, which one did you like and why?
      1 Answer

      Question 2

      Of all the professional training and education, which influenced you the most
      1 Answer
      7

      Other Wealth Management Advisor Interview Reviews for TIAA

      Wealth Management Advisor Interview

      Aug 16, 2024
      Anonymous Interview Candidate
      No offer
      Neutral experience
      Average interview

      Application

      I interviewed at TIAA

      Interview

      Prescreen with recruiter followed by two rounds of interviews that were all virtual. It was based around behavioral type questions. Come prepared and you will do just fine and be sure to come with questions as well.

      Interview questions [1]

      Question 1

      Tell me about a time you went above and beyond for a client.
      Answer question

      Wealth Management Advisor Interview

      Dec 17, 2022
      Anonymous Interview Candidate
      No offer
      Negative experience
      Difficult interview

      Application

      I interviewed at TIAA

      Interview

      It is a very long Process, it took over two months. Recruiter ZOOM interview. Hiring Manager ZOOM interview. Panel ZOOM behavioral interview. Panel ZOOM role play interview. I waited two weeks with no response. I emailed the recruiter and no response. I emailed the Director and no response. I heard back from the recruiter and she did not have a decision yet. A week later I was informed that the role was given to an internal candidate.

      Interview questions [1]

      Question 1

      tell me about a time when you had to influence somebody
      Answer question
      1

      Wealth Management Advisor Interview

      Mar 18, 2019
      Anonymous Interview Candidate
      Denver, CO
      Declined offer
      Negative experience
      Average interview

      Application

      I applied online. The process took 1 week. I interviewed at TIAA (Denver, CO) in Feb 2019

      Interview

      They scheduled my review for a Monday morning, 10am. My contact for the interview was not even at work on that morning. They hastily foiund a couple other people to do the interview. The interviewers were extremely unprofessional, sloppily dressed and very "cold". Had no interest in working for the company after the interview.

      Interview questions [1]

      Question 1

      Most difficult professional situation
      Answer question
      2