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      TIAA

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      Wealth Management Advisor Interview

      17 Jun 2017
      Anonymous interview candidate
      No offer
      Negative experience
      Easy interview

      Application

      I interviewed at TIAA

      Interview

      Applied online and promptly received a request for a phone interview. The interview seemed very scripted and the "recruiter" seemed to be well versed in her script and outside of that seemed ill equipped for any meaningful conversation. The position screamed of micromanagement. Sure they "give" you a book but it was clear all they cared about was getting new dollars into TIAA. After working in the industry for a decade I know there are clearly other places with better product offerings to attract new dollars. I had many questions about the existing book and how they are serviced and the recruiter kept coming back to gathering more assets from outside of TIAA. There was very little conversation about my background, accomplishments or what I can bring to TIAA it was all about bringing assets to TIAA. Prior to my call I had researched other posts on Glassdoor and it is clear the book they assign you is in the hundreds of households. For one person to adequately service 400 plus households there is not copious time left for new business prospecting. One thing I did notice is that many people in this role do not last longer than a couple of years. If it was such a great deal I suspect people would not leave. By the end of the call I decided to let the recruiter know that the position was not for me.

      Interview questions [1]

      Question 1

      There was nothing difficult about their questions.
      1 Answer
      4

      Other Wealth Management Advisor interview reviews for TIAA

      Wealth Management Advisor Interview

      16 Aug 2024
      Anonymous interview candidate
      No offer
      Neutral experience
      Average interview

      Application

      I interviewed at TIAA

      Interview

      Prescreen with recruiter followed by two rounds of interviews that were all virtual. It was based around behavioral type questions. Come prepared and you will do just fine and be sure to come with questions as well.

      Interview questions [1]

      Question 1

      Tell me about a time you went above and beyond for a client.
      Answer question

      Wealth Management Advisor Interview

      17 Dec 2022
      Anonymous interview candidate
      No offer
      Negative experience
      Difficult interview

      Application

      I interviewed at TIAA

      Interview

      It is a very long Process, it took over two months. Recruiter ZOOM interview. Hiring Manager ZOOM interview. Panel ZOOM behavioral interview. Panel ZOOM role play interview. I waited two weeks with no response. I emailed the recruiter and no response. I emailed the Director and no response. I heard back from the recruiter and she did not have a decision yet. A week later I was informed that the role was given to an internal candidate.

      Interview questions [1]

      Question 1

      tell me about a time when you had to influence somebody
      Answer question
      1

      Wealth Management Advisor Interview

      18 Mar 2019
      Anonymous interview candidate
      Denver, CO
      Declined offer
      Negative experience
      Average interview

      Application

      I applied online. The process took 1 week. I interviewed at TIAA (Denver, CO) in Feb 2019

      Interview

      They scheduled my review for a Monday morning, 10am. My contact for the interview was not even at work on that morning. They hastily foiund a couple other people to do the interview. The interviewers were extremely unprofessional, sloppily dressed and very "cold". Had no interest in working for the company after the interview.

      Interview questions [1]

      Question 1

      Most difficult professional situation
      Answer question
      2

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