2027 Early Talent Rotational Program: Retirement Solutions - Licensed

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 strategically aligned assignments focus on professional development, building cross functional proficiency in a client-facing, fast paced environment full of growth opportunities. After obtaining licensing, associates can expect to complete three rotational assignments within key areas of our 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 our clients. Throughout the program, associates participate in a structured development curriculum featuring: Four rotational assignments, Licensing support (Series 7, 66, Life & Health), Technical, business, and leadership training, Executive speaker series and educational workshops, Mentorship and career coaching, Cohort-based learning and networking experiences, Rotation-end feedback, presentations, and development planning. After the two-year program, associates will be considered for placement into a full-time role based on demonstrated performance, skills, career interests, and business needs.

Responsibilities

• Build deep understanding of the financial services industry, the regulatory landscape, and TIAA's competitive position
• Sharpen your 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, and 66, Life and Health Insurance License (multiple issuers, resident state)) within 120 days

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: July 2027
• Must have authorization to work in the U.S., and not require current or future work visa sponsorship to retain authorization to work in the U.S.

Qualifications

• Prior participation in TIAA's Summer Internship Program
• 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

Benefits

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Pay

• Base Pay Range: $28.22/hr - $35.53/hr (actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location)
• In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance (for example, 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 if completed by March 1, $6,000 by April 1, $5,500 by May 1, $5,000 by June 1