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      TIAA

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      Wealth Management Advisor Interview

      Mar 10, 2016
      Anonymous Interview Candidate
      Miami, FL
      No offer
      Neutral experience
      Difficult interview

      Application

      I applied through a recruiter. The process took 2 months. I interviewed at TIAA (Miami, FL)

      Interview

      I applied online through indeed on 1/18. I was later contacted by a recruiter on 1/21 to schedule the initial call. The first call took place with the same recruiter on 1/27. She asked me questions about my background, questions about my current employment, who my typical clients are, how long I have been in the industry, why TIAA-CREF, and then explained the hiring process (which is 9-10 weeks). She told me she thought I would be a great fit for the position and said I should hear from them within the next week. Later that day (1/27) I was contacted by another recruiter to setup a call with the hiring manager, which took place on 2/02 and lasted about 45 minutes. The hiring manager told me he felt I would be a great fit and said the next step would be a face-to-face meeting at his local office, then after the face-to-face I would have another call with a peer hiring manager from another office. They skipped the face-to-face meeting at the local office and had me spend another 45 minutes with another hiring manager which took place on 2/09. Next on 2/16 they had me complete their background questionnaires, credit check and background check forms. After passing the background check I was scheduled for a face-to-face role-play on 2/29. On 2/22 I was called by the second recruiter stating the role-play was today and NOT on the 29th. After proving to the recruiter by forwarding him his emails that the role-play was never scheduled for 2/22 and in fact 2/29 was the date, they told me they would do their best to keep it scheduled for 2/29. A week later (on 2/29) I went to the local office and completed the role play (which lated about an hour and a half). During the role-play I was handed a sheet that had information that would be obtained through the TIAA-CREF database and information that would be potentially obtained through a discovery call. I had to then act out how my first meeting would go. After the role-play I was given feedback from the hiring manager and his peer (who viewed the role-play via webcam as an observer). They told me they would like me to come back for a second role play on 2/29 and then contacted me again on 3/10 saying they are going to pursue other candidates and asked that I reapply later in the year for a different position. My overall experience went well although I was devastated that I was not offered the position or even the chance to come back for a second role play. I would recommend this company to anyone who is willing to go through a long process and jump through all their hoops. My final advice is not to place all your eggs in their basket. Best of luck to anyone/everyone else that wants to pursue a WMA career with TIAA.

      Interview questions [1]

      Question 1

      Why TIAA-CREF? What do I know about TIAA-CREF? Describe a time when I had to deal with an upset customer and how did I overcome the situation? Explain a time when I failed and how did I overcome it? What challenges do I think a WMA advisor would face? What would I do in the first 90 days IF hired?
      Answer question
      18

      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