Great Company. Uncertain Future. - Recensione dipendente - Financial Advisor presso TIAA

3,0
28 lug 2021
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Excellent Training. Great Base Salary/ Benefits. True emphasis on helping clients. Excellent services and products for clients. Capable, smart people. The best work-life balance imaginable. Great Leadership at the individual office level.

Svantaggi

TIAA is losing ground to cheaper providers in its traditionally core market: Institutional Record Keeper/Retirement Plan Provider. Meanwhile, TIAA has met some challenges rolling out its excellent financial planning division (IAS) to existing clients and the general public. Product offerings, such as DAF, Life Insurance, and Bank Loans have been eliminated. TIAA leadership is openly unsure about where this company will fit into the broader market going forward. Computer systems are still slow and clunky. Advisors spend way too much time on operational issues. Morale is low currently. In 2018, TIAA celebrated its 100 year anniversary. At that time, we were the "World's Biggest Start-Up". We felt like we were part of something exciting. The future seemed bright. Today, the future is uncertain and we are, at least temporarily, directionless as we wait for our new CEO to get acclimated to her new role.

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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