Wealth Management Consultant - Recensione dipendente - Wealth Management presso TIAA

For Wealth Management clients, the issues with technology has been a monster, so huge it makes you want to take your millions and run to another company, even though TIAA CREF has better mutual funds, lower cost working fees for the funds, and good return rates. It is so frustrating when a potential client moves money to TIAA CREF, the process for the insurance end is a mess and not worth spending endless days or months hunting for your money, with millions or hundreds of thousands of dollars being lost in limbo. It will eventially show up, but it causes sleepless nights.