WMA - Anonymous employee TIAA Employee Review

1.0
Feb 18, 2016
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

No positive aspects whatsoever to working here.

Cons

Absolutely the worst company I have ever worked for. I dealt with constant micro-management, outdated technology, expensive and archaic investment products, and incompetent service teams day in and day out. Malevolent and worthless management that extended to the very top of the company drives this dysfunction. The HR group snitched on and protected management as if it was North Korea and those in service and client relationship roles did everything in their power to promote themselves. The word is on the street is that this company is losing more and more plans to other providers and that their advisors are running out of clients to peddle their worthless managed product to. If you are a financial professional that prides yourself on your work ethic, integrity and ability to serve clients than look elsewhere. Regardless of what they are promising you it is not worth it. Even if you are in need of something temporary find someplace else. The number of negative reviews on this site speak volumes as to the ineptitude of this firm and no amount of explaining or enticements by current employees will replace your integrity or sanity if you decide to work here.

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5.0
Jun 14, 2026
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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.

2.0
Jul 4, 2026
Recommend
CEO approval
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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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