Read Carefully - Wealth Management Advisor TIAA Employee Review

2.0
8 Dec 2020
Recommend
CEO approval
Business outlook

Pros

Simply put, the benefits. They watered these down recently but the pension contribution and 401k match are still intact and very attractive. The clients for the most part really like the company and are easy to work with. Training is very detailed but a bit too long.

Cons

Management is very disconnected from the financial services industry as a whole. Their focus is solely around social issues and as a result they have lost to competitors via client acquisition and retaining top talent. Not a great environment for a financial advisor. This is the only place I have worked where managers make more money than top performers. Their technology is dated, and it is a constant complaint from clients. They recently discontinued their life insurance offering which is odd for a life insurance company. Very cushy place for middle management jobs but not as a financial planner. If you are just starting out this is a great place to practice before going on to a more established firm.

Explore other reviews about TIAA

5.0
14 Jun 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
16 Jun 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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