Wealth Management Advisor - Wealth Management Advisor TIAA Employee Review

1.0
21 Oct 2015
Recommend
CEO approval
Business outlook

Pros

Good base pay. The clients you work with are incredible people. If you make it long enough, it provides a good variable compensation, but most advisors last less than 3 years.

Cons

Variable comp is only paid ANNUALLY. Don't be fooled. They say "we're only focused on doing what's best for our clients" according to TIAA, What's best for EVERY client is managed money. Meanwhile they are hitting advisors with unrealistic sales goals, and forcing our tenured advisors for not hitting their goals. I have personally seen 70% increase followed by a 20% increase in two years. Most managers have not done the job they are managing. Complete ineptitude. Don't plan on getting any valuable support from your manager.

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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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