2027 Early Talent Rotational Program: Retirement Solutions - Licensed
TIAA · Charlotte, NC · 4 wk ago
HybridBusiness Development$28.22–$35.53/hrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions). Also remove duplicated lines like "Anticipated start date of July 2027..." appears twice; we keep once.
We need to parse the posting.
Let's extract sections:
- About the role: description of program: full-time two-year early-career experience, strategic assignments, licensing, rotational assignments, structured onboarding, cohort-based learning, formal training, mentorship, executive exposure, networking, on-the-job development, each rotation includes defined objectives, substantive deliverables, regular feedback, opportunities to impact clients. Also mention after program considered for placement.
- Responsibilities: list under "Key Responsibilities & Duties". Items: Build deep understanding of financial services industry, regulatory landscape, TIAA's competitive position; Sharpen communication and relationship-building skills; Shadow tenured professionals; Complete role-specific and program-specific training; Executes project activities; Assists in preparing information and research materials, including Powerpoint presentations; Researches and gathers documentation; Attends required trainings; Utilizes academic knowledge to apply tactics and strategies; Earn all required licenses and registrations (Series 7,63,65,66, Life and Health Insurance License) within 120 days.
- Requirements/Educational Requirements: Bachelor's Degree Required; Work Experience: No Experience Required; FINRA Registrations: Series 7; Series 63; Series 65; Series 66; Licenses and Certifications: Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days; Physical Requirements: Sedentary Work; Career Level 5IC; Anticipated start date of July 2027; Must have authorization to work in the U.S., and not require current or future work visa sponsorship.
- Preferred Qualifications: Prior participation in TIAA's Summer Internship Program; Demonstrated capabilities in written and oral communication, problem-solving, intellectual curiosity, sound judgement, attention to detail; Ability to organize multiple priorities, meet deadlines and take ownership; Possess an adaptive mindset, willingness to learn, collaborate, build productive relationships; Overall GPA of 3.0 or better.
- Skills: Related Skills list: Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management.
- Pay: Base Pay Range: $28.22/hr - $35.53/hr; Also mention incentive program etc. Also sign-on bonus for SIE exam: $6,500 by March 1, $6,000 by April 1, $5,500 by May 1, $5,000 by June 1. Also mention "Completing Your SIE Exam Before The Program Begins Is Not Just a Requirement That Helps Prepare You—it Pays You." This is pay/bonus info.
- Benefits: Benefits And Total Rewards section: comprehensive Total Rewards package, superior retirement program, highly competitive health, wellness and work life offerings; mention Benefits Summary.
- Schedule: Not explicitly mentioned; maybe full-time. The posting says full-time, two-year early-career experience. Could infer schedule: full-time. But we should only include Schedule if posting actually states it. It says "full-time". That is schedule info. So we can include Schedule section with "Full-time". However we need to avoid placeholder like "not specified". It's specified as full-time. So include.
- Also maybe "Anticipated Posting End Date: 2026-10-06" could be considered metadata but not a section; we could fold into a short p or drop. Probably drop as minor metadata.
- Also "Rotational program consists of four individual rotations..." details about rotations: could be part of About the role or Responsibilities. Already covered.
We must not invent or summarize away detail. Must preserve all substantive info. So we need to include details about rotations: Rotation 1: Licensing (within 120 days obtain Series 7, Series 66, life and health). Rotations 2-4: list of possible rotations (NCC, IST, CSMII, TMI, DLI, CCI, FCI, RIC). This is substantive; we should include maybe under Responsibilities or a separate section like "Rotational Assignments". But we only allowed headings from list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put rotation details under Responsibilities or About the role. Since they are part of program structure, maybe About the role includes that. We'll incorporate.
We must not repeat job title as heading. So no heading for "TIAA Retirement Solutions (Licensed) Rotational Associate Program". We'll start with
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions). Also remove duplicated lines like "Anticipated start date of July 2027..." appears twice; we keep once.
We need to parse the posting.
Let's extract sections:
- About the role: description of program: full-time two-year early-career experience, strategic assignments, licensing, rotational assignments, structured onboarding, cohort-based learning, formal training, mentorship, executive exposure, networking, on-the-job development, each rotation includes defined objectives, substantive deliverables, regular feedback, opportunities to impact clients. Also mention after program considered for placement.
- Responsibilities: list under "Key Responsibilities & Duties". Items: Build deep understanding of financial services industry, regulatory landscape, TIAA's competitive position; Sharpen communication and relationship-building skills; Shadow tenured professionals; Complete role-specific and program-specific training; Executes project activities; Assists in preparing information and research materials, including Powerpoint presentations; Researches and gathers documentation; Attends required trainings; Utilizes academic knowledge to apply tactics and strategies; Earn all required licenses and registrations (Series 7,63,65,66, Life and Health Insurance License) within 120 days.
- Requirements/Educational Requirements: Bachelor's Degree Required; Work Experience: No Experience Required; FINRA Registrations: Series 7; Series 63; Series 65; Series 66; Licenses and Certifications: Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days; Physical Requirements: Sedentary Work; Career Level 5IC; Anticipated start date of July 2027; Must have authorization to work in the U.S., and not require current or future work visa sponsorship.
- Preferred Qualifications: Prior participation in TIAA's Summer Internship Program; Demonstrated capabilities in written and oral communication, problem-solving, intellectual curiosity, sound judgement, attention to detail; Ability to organize multiple priorities, meet deadlines and take ownership; Possess an adaptive mindset, willingness to learn, collaborate, build productive relationships; Overall GPA of 3.0 or better.
- Skills: Related Skills list: Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management.
- Pay: Base Pay Range: $28.22/hr - $35.53/hr; Also mention incentive program etc. Also sign-on bonus for SIE exam: $6,500 by March 1, $6,000 by April 1, $5,500 by May 1, $5,000 by June 1. Also mention "Completing Your SIE Exam Before The Program Begins Is Not Just a Requirement That Helps Prepare You—it Pays You." This is pay/bonus info.
- Benefits: Benefits And Total Rewards section: comprehensive Total Rewards package, superior retirement program, highly competitive health, wellness and work life offerings; mention Benefits Summary.
- Schedule: Not explicitly mentioned; maybe full-time. The posting says full-time, two-year early-career experience. Could infer schedule: full-time. But we should only include Schedule if posting actually states it. It says "full-time". That is schedule info. So we can include Schedule section with "Full-time". However we need to avoid placeholder like "not specified". It's specified as full-time. So include.
- Also maybe "Anticipated Posting End Date: 2026-10-06" could be considered metadata but not a section; we could fold into a short p or drop. Probably drop as minor metadata.
- Also "Rotational program consists of four individual rotations..." details about rotations: could be part of About the role or Responsibilities. Already covered.
We must not invent or summarize away detail. Must preserve all substantive info. So we need to include details about rotations: Rotation 1: Licensing (within 120 days obtain Series 7, Series 66, life and health). Rotations 2-4: list of possible rotations (NCC, IST, CSMII, TMI, DLI, CCI, FCI, RIC). This is substantive; we should include maybe under Responsibilities or a separate section like "Rotational Assignments". But we only allowed headings from list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put rotation details under Responsibilities or About the role. Since they are part of program structure, maybe About the role includes that. We'll incorporate.
We must not repeat job title as heading. So no heading for "TIAA Retirement Solutions (Licensed) Rotational Associate Program". We'll start with About the role
etc.
We need to output only HTML fragment, no /, no markdown.
We'll produce sections in order: About the role, Responsibilities, Requirements, Qualifications, Skills, Pay, Benefits, Schedule. Ensure each section only if content.
Let's craft content.
About the role: combine paragraphs.
Responsibilities: list as - items.
Requirements: include education, work experience, FINRA registrations, licenses, physical requirements, career level, start date, work authorization. Could be list.
Qualifications: preferred qualifications list.
Skills: list.
Pay: include base pay range, sign-on bonus details, incentive program mention.
Benefits: description.
Schedule: full-time.
We must not include boilerplate like EEO, accessibility, drug policy, privacy notices, etc.
Also remove duplicated lines like "Anticipated start date of July 2027..." appears twice; keep once.
Also remove "Related Skills" heading? We'll treat as Skills section.
Now produce HTML.
Check for any leftover boilerplate: "Company Overview" etc is boilerplate? It's about company but could be considered substantive? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Company Overview might be considered not required but could be considered substantive? It's about TIAA mission, values. Might be considered boilerplate? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. Company Overview is not explicitly listed, but could be considered fluff. However we need to preserve ALL substantive information; does company overview count as substantive? It's descriptive of employer, not directly about the job. Might be considered not required. Safer to omit.
Also "Benefits And Total Rewards" we keep.
Now produce.
Let's draft:
About the role
The TIAA Retirement Solutions (Licensed) Rotational Associate Program is a full-time, two-year early‑career experience for individuals graduating in 2027. The program offers strategically aligned assignments that focus on professional development and building cross‑functional proficiency in a client‑facing, fast‑paced environment full of growth opportunities. After obtaining licensing, associates complete three rotational assignments within key areas of TIAA’s client‑facing organizations. The program combines structured onboarding, cohort‑based learning, formal training, mentorship, executive exposure, networking, and on‑the‑job development. Each rotation includes defined objectives, substantive deliverables, regular feedback, and opportunities to directly impact clients. Throughout the program associates participate in a structured development curriculum featuring licensing support (Series 7, 66, Life & Health), technical, business and leadership training, an executive speaker series and educational workshops, mentorship and career coaching, cohort‑based learning and networking experiences, and rotation‑end feedback, presentations and development planning. After the two‑year program, associates are considered for placement into a full‑time role based on demonstrated performance, skills, career interests and business needs. The rotational program consists of four individual rotations: Rotation 1 focuses on licensing (within 120 days associates obtain Series 7, Series 66 and applicable life and health insurance licenses); Rotations 2‑4 provide hands‑on experience in licensed organizations such as the National Call Center, Institutional Support Team, Client Services Manager II, Transition Manager I, Data Lead I, Communication Consultant I, Financial Consultant I, and Retirement Income Consultant.
Responsibilities
- Build deep understanding of the financial services industry, the regulatory landscape, and TIAA's competitive position
- Sharpen communication and relationship‑building skills in real work settings
- Shadow tenured professionals across client‑facing roles to observe excellence in motion
- Complete role‑specific and program‑specific training that prepares you for a variety of client‑facing responsibilities
- Executes project activities by understanding objectives, meeting timelines and communicating results
- Assists in preparing information and research materials, including PowerPoint presentations
- Researches and gathers documentation as directed by colleagues
- Attends required trainings
- Utilizes academic knowledge, skills and experience to apply tactics and strategies to solve real business challenges
- Earn all required licenses and registrations (Series 7, 63, 65, 66, and Life and Health Insurance License – multiple issuers, resident state) within 120 days
Requirements
- Bachelor's Degree required
- No prior work experience required
- FINRA registrations: Series 7, Series 63, Series 65, Series 66
- Life and Health Insurance License (resident state) – multiple issuers required within 120 days
- Physical requirements: sedentary work
- Career level: 5IC
- Anticipated start date: July 2027
- Must have authorization to work in the U.S. and not require current or future work visa sponsorship
Qualifications
- Prior participation in TIAA's Summer Internship Program (preferred)
- Demonstrated capabilities in written and oral communication, problem‑solving, intellectual curiosity, sound judgement, and attention to detail
- Ability to organize multiple priorities, meet deadlines and take ownership of commitments
- Possess an adaptive mindset, with a willingness to learn, collaborate, and build productive relationships
- Overall GPA of 3.0 or better
Skills
- Accountability
- Adaptability
- Business Acumen
- Collaboration
- Communication
- Consultative Communication
- Data Analysis
- Influence
- Market/Industry Dynamics
- Problem Solving
- Relationship Management
Pay
- Base pay range: $28.22/hr – $35.53/hr (actual base salary may vary based on experience, time in role, internal peers, prior performance, business sector, geographic location)
- Competitive compensation package may include participation in an incentive program linked to performance (e.g., annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans)
- Sign‑on bonus for completing the SIE exam before the program begins: $6,500
About the role
The TIAA Retirement Solutions (Licensed) Rotational Associate Program is a full-time, two-year early‑career experience for individuals graduating in 2027. The program offers strategically aligned assignments that focus on professional development and building cross‑functional proficiency in a client‑facing, fast‑paced environment full of growth opportunities. After obtaining licensing, associates complete three rotational assignments within key areas of TIAA’s client‑facing organizations. The program combines structured onboarding, cohort‑based learning, formal training, mentorship, executive exposure, networking, and on‑the‑job development. Each rotation includes defined objectives, substantive deliverables, regular feedback, and opportunities to directly impact clients. Throughout the program associates participate in a structured development curriculum featuring licensing support (Series 7, 66, Life & Health), technical, business and leadership training, an executive speaker series and educational workshops, mentorship and career coaching, cohort‑based learning and networking experiences, and rotation‑end feedback, presentations and development planning. After the two‑year program, associates are considered for placement into a full‑time role based on demonstrated performance, skills, career interests and business needs. The rotational program consists of four individual rotations: Rotation 1 focuses on licensing (within 120 days associates obtain Series 7, Series 66 and applicable life and health insurance licenses); Rotations 2‑4 provide hands‑on experience in licensed organizations such as the National Call Center, Institutional Support Team, Client Services Manager II, Transition Manager I, Data Lead I, Communication Consultant I, Financial Consultant I, and Retirement Income Consultant.
Responsibilities
- Build deep understanding of the financial services industry, the regulatory landscape, and TIAA's competitive position
- Sharpen communication and relationship‑building skills in real work settings
- Shadow tenured professionals across client‑facing roles to observe excellence in motion
- Complete role‑specific and program‑specific training that prepares you for a variety of client‑facing responsibilities
- Executes project activities by understanding objectives, meeting timelines and communicating results
- Assists in preparing information and research materials, including PowerPoint presentations
- Researches and gathers documentation as directed by colleagues
- Attends required trainings
- Utilizes academic knowledge, skills and experience to apply tactics and strategies to solve real business challenges
- Earn all required licenses and registrations (Series 7, 63, 65, 66, and Life and Health Insurance License – multiple issuers, resident state) within 120 days
Requirements
- Bachelor's Degree required
- No prior work experience required
- FINRA registrations: Series 7, Series 63, Series 65, Series 66
- Life and Health Insurance License (resident state) – multiple issuers required within 120 days
- Physical requirements: sedentary work
- Career level: 5IC
- Anticipated start date: July 2027
- Must have authorization to work in the U.S. and not require current or future work visa sponsorship
Qualifications
- Prior participation in TIAA's Summer Internship Program (preferred)
- Demonstrated capabilities in written and oral communication, problem‑solving, intellectual curiosity, sound judgement, and attention to detail
- Ability to organize multiple priorities, meet deadlines and take ownership of commitments
- Possess an adaptive mindset, with a willingness to learn, collaborate, and build productive relationships
- Overall GPA of 3.0 or better
Skills
- Accountability
- Adaptability
- Business Acumen
- Collaboration
- Communication
- Consultative Communication
- Data Analysis
- Influence
- Market/Industry Dynamics
- Problem Solving
- Relationship Management
Pay
- Base pay range: $28.22/hr – $35.53/hr (actual base salary may vary based on experience, time in role, internal peers, prior performance, business sector, geographic location)
- Competitive compensation package may include participation in an incentive program linked to performance (e.g., annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans)
- Sign‑on bonus for completing the SIE exam before the program begins: $6,500