Wealth Management Advisor - Recensione dipendente - Wealth Management Advisor presso TIAA

1,0
21 ott 2015
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Good base pay. The clients you work with are incredible people. If you make it long enough, it provides a good variable compensation, but most advisors last less than 3 years.

Svantaggi

Variable comp is only paid ANNUALLY. Don't be fooled. They say "we're only focused on doing what's best for our clients" according to TIAA, What's best for EVERY client is managed money. Meanwhile they are hitting advisors with unrealistic sales goals, and forcing our tenured advisors for not hitting their goals. I have personally seen 70% increase followed by a 20% increase in two years. Most managers have not done the job they are managing. Complete ineptitude. Don't plan on getting any valuable support from your manager.

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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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