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Tiaa Cref Work Values
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Daily Duties at Tiaa Cref:
Responsible for managing a book of business worth over $240M with over 360 assigned clients. Made numerous outreaches to pension clients to offer financial planning services for those that qualified. Helped clients asses retirement needs through compressive financial planning analyzing income needs, tax planning, estate planning, investment risk management, and efficient distribution of retirement income throughout life expectancy. Assisted in helping clients consolidate external assets and also move pension assets into managed platforms to create efficient distribution and management of retirement assets. After each assessment, conducted annual reviews to make changes if needed and keep clients on track
What they like about Tiaa Cref:
You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.
Skills
Financial Planning , Asset Allocation, Sales , Fee Based Investing
Information about Tiaa Cref
Company Rank: Not Available
Average length of employment : 11 years
Average salary of employees: $80,000
These are some of the questions we asked our climbers about their experiences with Tiaa Cref:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
