Great benefits, difficult culture - Wealth Management Advisor TIAA Employee Review

3.0
Jan 8, 2024
Recommend
CEO approval
Business Outlook

Pros

Clients are great, educated, and fun to work with Great benefits, 401k match, salaries are competitive

Cons

Executive and Upper Management is a constant shuffle; goals and objectives change each year. Too much focus on DEI, and woke social issues. Technology is antiquated, lots of compliance hoops to jump through when working with clients.

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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