Straight forward, brief, friendly. Followed STAR method for interview process. Come prepared, questions were as expected. No surprises, super nice building. Panel interview with 2 interviewers. Short tour of building after interview.
Other Financial Services Consultant interview reviews for TIAA
I applied online. I interviewed at TIAA (Frisco, TX) in Mar 2026
Interview
The phone interview went well and the assessment was straightforward even though they moved on to another candidate I did not get a chance for an in person interview. I learned a lot but have to wait a year to reapply for the same role but afterwards, I got a link for how to get certified with SIE I picked the non experienced required role so I would be trained for 19 weeks (5 months) 4 days in and one day at home. Then after training it would be 3 days in and 2 days at home so the set up seemed promising.
Interview questions [1]
Question 1
a time I worked with someone difficult and my strategy to resolve the conflict
Two managers, simple customer service questions, hardest questions were the behavior ones specifically, "tell me about a time you had to empathetic towards someone" "tell me about a time you had to deliver bad news"