If the performance of the managers were as good as the fund's investment performance - Recensione dipendente - Wealth Management Advisor presso TIAA

1,0
3 mag 2015
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

You will learn a lot.

Svantaggi

There was not a manager I worked for who had ever done my job. Clueless in the saddle management. They second guessed your every encounter with a client...why didn't you say this, why didn't you MAKE THEM FEEL UNCOMFORTABLE in their investment knowledge so that they will roll their money into an IRA and let us managed it? The best line from a manager 'you don't need to make them bleed in order to feel pain'. NICE..... Your primary job is bringing in new money...if they tell you anything else, you are being lied to your face.

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

Vantaggi

Culture, benefits, PTO, flexible, career growth potential

Svantaggi

Must be in a hub for significant career growth

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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