2027 Early Talent Rotational Program: Wealth Management & Advice Solutions - Licensed

About the Role

The TIAA Wealth Management & Advice Solutions – Licensed Rotational Program is designed to accelerate your growth in the wealth management industry. Over two years, you'll rotate through various client-facing organizations within TIAA, gaining hands-on experience, earning licenses, and building relationships that will define your career. This program prepares you for a defining role at TIAA by offering a unique blend of training, real client interactions, and exposure to different aspects of the business.

Responsibilities

• Earn all required licenses and registrations (Series 7, 63, 65, and 66, Life and Health Insurance License) within 120 days.
• Build a deep understanding of the financial services industry, regulatory landscape, and TIAA's competitive position.
• Sharpen communication and relationship-building skills through real client conversations.
• Shadow tenured professionals across client-facing roles to observe best practices.
• Complete role-specific and program-specific training for various client-facing responsibilities.
• Deliver excellent client service, driving real outcomes and operational excellence.
• Work consultatively with clients to understand their goals and match them with appropriate TIAA products and solutions.
• Field inbound client calls, providing education and advice on investments, retirement planning, and retirement income.

Qualifications

• Bachelor's Degree required.
• No prior work experience required.
• Must obtain FINRA registrations: Series 7, 63, 65, and 66.
• Life and Health Insurance License (Resident State) required within 120 days.
• Authorization to work in the U.S. without current or future visa sponsorship.

Preferred Qualifications

• Prior participation in TIAA's Summer Internship Program.
• Demonstrated analytical, problem-solving, communication, and collaboration skills through coursework, internships, research, projects, employment, or extracurricular activities.
• Overall GPA of 3.0 or better.

Program Structure

The rotational program consists of four individual rotations over two years, designed to provide a progressive learning experience:

• Rotation 1: Licensing – Obtain Series 7, Series 66, and applicable life and health insurance licenses within 120 days.
• Rotations 2-4: Client-Facing Roles – Rotate through licensed organizations across TIAA, gaining hands-on skills and real client exposure. Potential rotations include:
• National Contact Center
• TIAA Retirement & Advice Consulting
• Wealth Distribution
• Client Growth & Retention
• TIAA Wealth Management & Advice Solutions COO
• Wealth Chief Investment Officer

Sign-On Bonus

Complete your SIE exam before the program begins and earn a sign-on bonus based on completion date:

• $6,500 – SIE completed by March 1st
• $6,000 – SIE completed by April 1st
• $5,500 – SIE completed by May 1st
• $5,000 – SIE completed by June 1st

Skills

• Accountability
• Adaptability
• Business Acumen
• Collaboration
• Communication
• Consultative Communication
• Data Analysis
• Influence
• Market/Industry Dynamics
• Problem Solving
• Relationship Management

Additional Details

Anticipated start date: July 2027
Base Pay Range: $28.22/hr - $35.53/hr
Actual base salary may vary based on relevant experience, time in role, internal peer salaries, prior performance, business sector, and geographic location.