Wealth Management Advisor - Wealth Management Advisor TIAA Employee Review

1.0
Jan 3, 2016
Recommend
CEO approval
Business Outlook

Pros

Clients, financial planning process, commitment to clients. Well thought out process to planning however too much focus on developing out all parts of planning at same time, instead as appropriate for clients. Clients are highly educated, very nice, and easy to work with. Coworkers and admins are great to work with. Good for beginner needing to learn some basics and with no family or commitments outside of work as must be willing to ignore family and personal needs for 2-3 years to get book of business established. Knowledge and experience externally is not valued.

Cons

Micromanagement, negativity, vicious Directors willing to churn advisors to promote themselves to advisory leadership without concern for clients. Director with needle you on everything little thing, you will feel crushed. Bad move for my career. Everything you do and say will be held against you in your year end review and bonus.

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5.0
Jun 25, 2026
Recommend
CEO approval
Business Outlook

Pros

Great opportunities for growth and supporting management

Cons

There is nothing to love about TIAA!

2.0
Jul 4, 2026
Recommend
CEO approval
Business Outlook

Pros

Good starting salary and benefits package.

Cons

The longer you’re there, the more of an expectation that you work more for the same or less income. Producers find it hard to justify staying when leadership keeps moving the goal posts on how to increase income. No rhyme or reason as to how they decide “promotions.” One advisor might have one good year and get promoted over an advisor that produces year in and year out. They fail to share revenue because they’d have a hard time justifying the income level compared to outside advisors with a fraction of the book size. They claim and depend on brand recognition to justify a capped income but fail, or just won’t admit that is why they keep losing their top talent. Operations is a nightmare that I can’t even begin to describe. When I share the processes that have been in place for over a decade, colleagues in the industry shake their head and laugh. They can’t believe we earn and keep business. The saying while I was there was “the biggest threat we face is that TIAA clients start to explore their options outside of TIAA.”

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