Was becoming much more sales focused by the time I left. - Recensione dipendente - Associate Wealth Management Advisor presso TIAA

3,0
17 nov 2014
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Most of the people that work there are very nice and very helpful. I worked in a field office so it was nice to know that I could call up people in the headquarters for help with any questions. They can pay out pretty decent bonuses.

Svantaggi

The wealth management side of the company has become much more sales focused. When I first started working in the wealth management division of TIAA-CREF in 2007 it was primarily focused on the client experience and by the time I left the main objective was bringing in new assets. It became a "what have you done for me lately" environment and from what I have heard from employees that are still there it has stayed that way with the asset growth goals getting larger and larger every year.

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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.

3,0
1 lug 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

You will get licensed for your next job lol.

Svantaggi

Bad culture, no room for advancement, low pay, call center no real hard skills.

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