Wealth Management Advisor - Wealth Management Advisor TIAA Employee Review

4.0
Feb 27, 2016
Recommend
CEO approval
Business Outlook

Pros

There has been a lot of negative post from either former or current advisors which makes you believe that being a WMA at this company is a bad decision and that is not the case. First the firm provides a very generous base salary from the day you start working for them. What firm provides close to a six figure salary starting on day one when you haven't begun any production? Also the individuals who complain about having to hit sales goals or that this job is a sales job and was mislead are you kidding me? What financial advisor job is not a sales job? Whether you are working on your own or at a financial firm your goal is to always sell to the client that the financial plan you deliver will provide them with financial security. I feel those who complain about the sales aspect just don't want to sell anything period and are making excuses for their failure. Why would this firm want to put you in a position to fail when they invest so much time and money into your success. If you treat this job where meeting in front of clients and motivating them to take action is imperative you will succeed, however if you think just because you have a nice salary and can do minim effort because of this income you will fail.

Cons

I do have to admit that training needs to improve for the new advisor but with the mentor program new advisors can learn quickly from tenure advisors on how to succeed. Also I do admit that the process they want you to follow can be to cumbersome and unnecessarily time consuming

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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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