Wealth Management Consultant - Wealth Management TIAA Employee Review

3.0
25 Feb 2013
Recommend
CEO approval
Business outlook

Pros

Beautiful “campus” in Charlotte Good pay, benefits, and parking Management tries to do good The culture is odd, masked political addenda

Cons

For Wealth Management clients, the issues with technology has been a monster, so huge it makes you want to take your millions and run to another company, even though TIAA CREF has better mutual funds, lower cost working fees for the funds, and good return rates. It is so frustrating when a potential client moves money to TIAA CREF, the process for the insurance end is a mess and not worth spending endless days or months hunting for your money, with millions or hundreds of thousands of dollars being lost in limbo. It will eventially show up, but it causes sleepless nights.

Explore other reviews about TIAA

5.0
14 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Great work life balance, good benefits, decent pay, ease of running your own practice as an “advisor”, and healthy work environment

Cons

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 Jun 2026
Recommend
CEO approval
Business outlook

Pros

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

Cons

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

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