Great Place to Work - Financial Planning Analyst TIAA Employee Review

5.0
Jun 14, 2008
Recommend
CEO approval
Business Outlook

Pros

In Wealth Managament, schedule is flexible. Great people to work with. We get to serve as a form of quality control for the financial plans that are being presented to clients. Training for new hires has improved drastically. Product options for client is growing each day. Constant changes in planning approach, which in turn creates new opportunities within department. Managers don't seem to micro-manage and they allow you to create your own schedules with the advisors. Expectations are reachable. Very good benefits that include Medical, Dental, Vision, and very good retirement that gets better as you get older. They do the right thing for the client.

Cons

Sometimes, the position can get repetitive.

Explore other reviews about TIAA

5.0
Dec 10, 2025
Recommend
CEO approval
Business Outlook

Pros

Good benefits and gets u licensed. Also flexible

Cons

Low initial pay. 18 month hiring pause after joining role

4.0
Apr 13, 2026
Recommend
CEO approval
Business Outlook

Pros

Pay and benefits. Leaders within department org are great. Awesome people to work with day to day

Cons

Senior leaders at top of org are meh. Talks of 5 days a week in office very soon. It feels there is a lot less flexibility than before covid with a lot of badge report monitoring and micromanaging everyone to be in office for 8 hours. Whereas before pandemic it was a lot more lenient to go to doctor appt or child care without worry of retaliation that I didn't hit my days in office this week without a documented reason

3
See reviews by: Helpful|Rating|Date|All