Respectable financial services company, awesome clients, terrible management. - Recensione dipendente - Wealth Management Advisor presso TIAA

2,0
3 ott 2020
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Good compensation and benefits package Great people working in the trenches Company aims to do what's best for clients 5 million participants means you will never run out of people to call Holistic financial planning approach invariably helps clients  CEO highly respected across industry  Constant change to try to improve mediocre technology and sales process

Svantaggi

Terrible, low caliber managers from top to bottom in Wealth Management  All Directors were promoted following voluntary severance program for 75% of the organization  Only sycophants will have the chance to grow their career The best financial products e.g. no-load life insurance were jettisoned as they never figured out how to sell to a captive client base Who knows what the Wealth Management division is called they changed the name every year

Esplora altre recensioni su TIAA

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.

3,0
29 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Flexibility, strong mission, nice office, generous retirement plan in addition to 401(k) match.

Svantaggi

Lack of strategic clarity, culture that is unused to making sales, constant and debilitating reorganizations.

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