somethinf needs to change! - Wealth Management Advisor TIAA Employee Review

2.0
Aug 25, 2015
Recommend
CEO approval
Business Outlook

Pros

Plenty of clients to work with People are nice to work with

Cons

Not enough pay for what's required of the job Too much oversight; micromanagement; director and above level are way too hands on, doesn't allow for individual personality and strength to shine; moving towards the direction of a "every client gets the same solution". Don't have capability to take on/ service/ provide value to ultra high net worth Wealth management structure too rigid Way too much compliance; to the point a wealth management advisor can't do their job Bottom line- don't work for individual advisory service! It's still at its infancy stage.

Explore other reviews about TIAA

5.0
Jun 14, 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
Jun 13, 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

See reviews by: Helpful|Rating|Date|All