Wealth Management Advisor in IAS - Wealth Management Advisor TIAA Employee Review

2.0
Jun 1, 2015
Recommend
CEO approval
Business Outlook

Pros

Great clients and great mutual funds. 100 year heritage

Cons

Management has made everything about production and treats advisors poorly. Advisors must be on pace every quarter for sales goals or written up for termination. Hostile work environment. Many managers can't sell and will do anything to keep their job as it's the best one they've ever had. Rampant favoritism. Manager mistakes ok- advisors- absolutely not. Total hypocrisy. I'd your old or black look out. You'll be phased out. Not true wealth management.

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5.0
Jun 1, 2026
Recommend
CEO approval
Business Outlook

Pros

Culture, benefits, PTO, flexible, career growth potential

Cons

Must be in a hub for significant career growth

4.0
Jun 13, 2026
Recommend
CEO approval
Business Outlook

Pros

Great work life balance Some offices are very nice Great people Meaningful work

Cons

Operations are a disaster Very little innovation Losing market share Highly bureaucratic Poor Management at all levels

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