TIAA Finance Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 51 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at TIAA.
TIAA
Financial Services Consultant
Entry Average Positive experience Accept offer 3 rounds
Interview process
Recruiter call Onsite Offer
Interview formats
Group Behavioral
The whole thing moved really fast... I didn't get a call, just an email saying if I was interested in moving forward, there was a dial-in number to discuss benefits and learn more about the role. It was a group call. After we could ask questions about the salary and the job, and if you were still interested, you'd just reply to the email with your preferred interview time. Everything was done by email. They set up my interview and confirmed it through email. I went in and interviewed with two people. About 2-3 business days later, I got an email with an offer letter. The salary goes up about 4K once the testing is finished.
Confirmed questions3 questions
- Do you have experience with typical behavioral and situational questions?
- Can you demonstrate your ability to learn new things?
- Are you prepared to pass four different state licensing tests?
TIAA
Financial Advisor
Mid Average Negative experience No offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral Technical
Had a recruiter call first. Then talked with a director and another advisor on the phone. This role is about 1/3 sales, 1/3 relationship management, and 1/3 advising. Mostly focused on relationship building and sales, with annual sales quotas. The Wealth Management division is a for-profit part of TIAA Cref. Their business plan is to get high-net-worth TIAA Cref clients to move assets to the retail side or buy other banking/insurance products. The interview started with questions about why I left previous jobs. It got awkward because I have a pretty normal work history. The rest of the time was spent discussing sales skills and past sales experience. We both realized the role wasn't a good fit because I want to focus on financial planning, not sales. This job is good for people who want to be great salespeople in finance. It's salary-based, not commission, which is great for some!
Confirmed questions2 questions
- Can you tell me about your past sales goals and how you met them?
- What is the reason you quit your previous job?
TIAA
Financial Consultant
Entry Easy Negative experience No offer 2 rounds
Interview process
Recruiter call Technical screen Offer
Interview formats
Behavioral Technical Other
Recruiter reached out, had a video interview and supposedly a final interview. But I never got called back. They said the Tiaa system went down and they would call me for a final interview when it was fixed, which I've never heard of before. I called my recruiter and emailed, but got nothing, just ghosted. I even got an email saying I was highly considered for this role and the start date would be in February if I got the position. Still nothing. The process took me about 4-5 months of waiting. Applied in October, recruiter interview in November, virtual interview in December, new system went down in January, early February I got the email that I was still considered for the role, and then nothing. Very unprofessional!
Confirmed questions1 question
- Can you share why you are interested in working here?
TIAA Finance Consultant Interview Questions
Quoted word for word from TIAA interview reports.
“Can you discuss the current state of the market and your predictions for its future, including the reasoning behind your views?”
Read reports →“Describe an instance where your words or actions led to an unfavorable result.”
Read reports →“Share an instance where you made an error and the lessons you derived from that experience.”
Read reports →“Can you share an instance where you had to deliver bad news?”
Read reports →“Can you share an instance where you had to understand another person's perspective?”
Read report →“Can you share an instance where you received an assignment with a same-day deadline and describe how you managed to complete it on time?”
Read report →“Tell me about a time you had to deal with an unhappy client.”
Read report →“Share a memorable customer service experience. Did you face any resistance from management when handling this customer issue?”
Read report →“Can you describe a time you had to adapt to an unfamiliar environment?”
Read report →Formats, difficulty and experience
Across all 51 TIAA interview reports.