Micromanagement hinders career potential for wealth management advisors - Recensione dipendente - Wealth Management Advisor presso TIAA

3,0
25 feb 2018
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Lots of training and support. Minimal marketing required. Strong company name recognition. Strong compensation package. Positive approach to problem solving and conflict resolution. Continuously improving systems designed to keep this well established company on the cutting edge in a rapidly changing and highly Competative industry.

Svantaggi

Recycled leads without sufficient asset opportunity, plus unrealistic sales quota increases from year to year and micromanagement of the sales process, create an environment that hinders success.

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5,0
14 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great work life balance, good benefits, decent pay, ease of running your own practice as an “advisor”, and healthy work environment

Svantaggi

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 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

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

Svantaggi

Woke culture, reverse discrimination, very frustrating to do business with as a client

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