Excellent - Wealth Management Advisor TIAA Employee Review

4.0
Nov 17, 2013
Recommend
CEO approval
Business Outlook

Pros

Good solid company with great benefits. Career advancement encouraged, but can be difficult for entry level associates. Expanded product and services inline with industry standards, but still has a long way to go. Brokers have the most difficult time adapting to corporate culture.

Cons

Corporate culture still bureaucratic but improving. Hard to advance without advanced degrees, but opportunities exist for the energetic and politically savvy persons. Currently adapting to change via Six Sigma processes.

Explore other reviews about TIAA

5.0
Jun 25, 2026
Recommend
CEO approval
Business Outlook

Pros

Great opportunities for growth and supporting management

Cons

There is nothing to love about TIAA!

2.0
Jul 4, 2026
Recommend
CEO approval
Business Outlook

Pros

Good starting salary and benefits package.

Cons

The longer you’re there, the more of an expectation that you work more for the same or less income. Producers find it hard to justify staying when leadership keeps moving the goal posts on how to increase income. No rhyme or reason as to how they decide “promotions.” One advisor might have one good year and get promoted over an advisor that produces year in and year out. They fail to share revenue because they’d have a hard time justifying the income level compared to outside advisors with a fraction of the book size. They claim and depend on brand recognition to justify a capped income but fail, or just won’t admit that is why they keep losing their top talent. Operations is a nightmare that I can’t even begin to describe. When I share the processes that have been in place for over a decade, colleagues in the industry shake their head and laugh. They can’t believe we earn and keep business. The saying while I was there was “the biggest threat we face is that TIAA clients start to explore their options outside of TIAA.”

See reviews by: Helpful|Rating|Date|All