Great Place to Work - werkgeversreview Financial Planning Analyst bij TIAA

5,0
14 jun 2008
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

In Wealth Managament, schedule is flexible. Great people to work with. We get to serve as a form of quality control for the financial plans that are being presented to clients. Training for new hires has improved drastically. Product options for client is growing each day. Constant changes in planning approach, which in turn creates new opportunities within department. Managers don't seem to micro-manage and they allow you to create your own schedules with the advisors. Expectations are reachable. Very good benefits that include Medical, Dental, Vision, and very good retirement that gets better as you get older. They do the right thing for the client.

Minpunten

Sometimes, the position can get repetitive.

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5,0
1 jun 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Culture, benefits, PTO, flexible, career growth potential

Minpunten

Must be in a hub for significant career growth

2,0
16 jun 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

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

Minpunten

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

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