Ups and Downs Over the Course of a 14 Year Career - Financial Consultant TIAA Employee Review

3.0
17 Oct 2014
Recommend
CEO approval
Business outlook

Pros

Very good benefits including generous vacation days, company pays 50% of fitness center membership, base salary is good. They offer competitive investments that are not difficult to sell as they generally have good performance and low expenses. In my role I conducted client meetings at colleges/universities and I enjoyed meeting many interesting people and traveling to various parts of the state. I will miss visiting the colleges and meeting with interesting academics.

Cons

Metrics for Financial Consultants are difficult to attain. Sales and service goals are unrealistic and so one always feels that they are behind or not measuring up. The company boasts that consultants don't work on commission but the sales goals are set very high and not achieving them results in little or no bonus or salary increase. After dealing with this year after year one becomes jaded. Management is constantly holding conference call meetings to justify their existence. If you meet certain goals they will just raise them by 10% the next year. Unfortunately, in my office, I had to deal with a Director (not a direct report) who was an arrogant bully who, for whatever reason, did not like me and plotted to make me look bad by accusing me of various compliance violations which were either untrue or exaggerated.

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.

2.0
16 Jun 2026
Recommend
CEO approval
Business outlook

Pros

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

Cons

Woke culture, reverse discrimination, very frustrating to do business with as a client

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