Respectable financial services company, awesome clients, terrible management. - Wealth Management Advisor TIAA Employee Review

2.0
Oct 3, 2020
Recommend
CEO approval
Business Outlook

Pros

Good compensation and benefits package Great people working in the trenches Company aims to do what's best for clients 5 million participants means you will never run out of people to call Holistic financial planning approach invariably helps clients  CEO highly respected across industry  Constant change to try to improve mediocre technology and sales process

Cons

Terrible, low caliber managers from top to bottom in Wealth Management  All Directors were promoted following voluntary severance program for 75% of the organization  Only sycophants will have the chance to grow their career The best financial products e.g. no-load life insurance were jettisoned as they never figured out how to sell to a captive client base Who knows what the Wealth Management division is called they changed the name every year

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

See reviews by: Helpful|Rating|Date|All