Wealth Management Advisor - Wealth Management Advisor TIAA Employee Review

3.0
Jun 18, 2016
Recommend
CEO approval
Business Outlook

Pros

Client first and low cost with a focus on planning. Compensation is better than other similar firms to help you deal with the frustrations/cons of working at such a slow bureaucratic firms. Easily the best clients I have ever worked with compared to working at previous firms.

Cons

Antiquated multiple legacy platforms, service center with ZERO accountability, too many tenured employees, reluctant to change or adapt. WMA's treated as the go to for all communication, service, retention. Constantly over promise and under deliver to institutions and individuals. They throw manpower at problems and have NO scale or efficiency to address issues.

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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