Profile: Got an MS in Quant Finance, prev role was in a terrbile small company, but working there for 4 years, got a whole lot of experience in PVM and ret plan advisory. Got a Series 7 & 66. Interviewing tomo for Wealth Management Advisory Consultant role at TIAA and the HM told me its gonna be one&done 75min interview with 3 folks who are Director level, been working at TIAA for 20+ yrs. Is this true coz I see posts about month long interviews! Also, any tips and prayers? Haha

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The average tenure for TIAA employees (or associates as we are referred to) is something like 12 years, so director level @ 20 makes sense.

They are hiring like crazy in PWM right now to get penetration into the market with their “lifetime income” product ie annuity to sustain the company.

I’m just under 3 years here (vesting starts at 3) and came from a small, flat organization previously. This place is +15k employees strong and is a bureaucratic nightmare, which is hard to navigate. Frankly, I’m trying to stick it out until Q3 when I vest. We’ve already been through 2 rounds of layoffs (with more on the way) so make sure this opportunity is the right one for you and ask lots of questions.

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PGIM is hiring for a similar role.

Wealth team is hiring like crazy and very quickly right now so I believe that is right about the single interview. I was told the process for wealth advisor recruitment is going much faster than expected. So hopefully you’ll be done with the interview and offer in hand within 2 weeks. Seen 2-3weeks for other WMAs.

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