It's meh. - Financial Services Consultant TIAA Employee Review

2.0
Sep 16, 2025
Recommend
CEO approval
Business Outlook

Pros

Good licensing opportunities, generally good people. It's a really good role to get your feet wet in terms of understanding how different functions of retirement planning play into what a customer needs. Also a phenomenal amount of PTO/good benefits.

Cons

No accountability from management and reps. A lot of the time, you are solving problems that should have never happened in the first place. Technology is absolutely atrocious. Training leaves a lot to be desired and does not adequately prepare you for the role. There is a huge disparity in the quality of reps depending on location. Also, other departments do not have any synergy with one another. Differing requirements and understanding of how things work end up wasting the participants' time. Handling of the Denver office closing has been bad. Idea flow to make the company better has no shot of actually happening. Promotion out of the NCC? If you are deemed not special, good luck.

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.

2.0
Jun 16, 2026
Recommend
CEO approval
Business Outlook

Pros

Compensation is great for advisors once they are promoted to VP. Everyone else has to wait a year and hope for a good rating that's more of a game than merit based

Cons

Woke culture, reverse discrimination, very frustrating to do business with as a client

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