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Jobs · Finance · North Carolina

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

TIAA · Charlotte, NC · 4 wk ago
HybridFinance$28.22–$35.53/hrFull-time

About the role

The TIAA Wealth Management & Advice Solutions – Licensed Rotational Program is engineered to compound your growth at every stage. You'll rotate through client-facing organizations, such as the National Contact Center, Retirement Solutions, and TIAA Wealth Management & Advice Solutions – each one deepening your business acumen and sharpening your understanding of TIAA's enterprise strategy. Your rotations are shaped by business needs, your emerging strengths, and the career path you're building toward. By the time you complete the program, you won't just understand wealth management – you'll have lived it from multiple vantage points, with the licenses and relationships to prove it. Over two transformative years, you'll move beyond exploration into ownership – building the licenses, skills, and client-facing expertise that define top wealth management professionals. This is a client-facing, fast-paced, high-growth experience designed for one purpose: to prepare you for a defining career at TIAA.

Responsibilities

  • Earn all required licenses and registrations (Series 7, 63, 65, and 66, Life and Health Insurance License (multiple issuers, resident state)) within 120 days
  • 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 client conversations
  • 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
  • Deliver excellent client service that drives real outcomes and operational excellence
  • Work consultatively with clients to understand their goals and match them with the right TIAA products and solutions
  • Field inbound client calls, providing education and, in certain roles, advice on investments, retirement planning, and retirement income
  • Strong analytical and problem-solving skills, deep curiosity, drive, entrepreneurial mindset and a passion for client service

Requirements

  • Bachelor's Degree Required
  • No Experience Required
  • Must obtain 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 to retain authorization to work in the U.S.

Preferred Qualifications

  • Prior participation in TIAA's Summer Internship Program
  • Demonstrated analytical, problem-solving, communication, and collaboration capabilities 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:

  • Rotation 1: Licensing – obtain Series 7, Series 66, and applicable life and health insurance licenses within 120 days.
  • Rotations 2‑4: Where Your Path Takes Shape – rotate through licensed organizations across TIAA's business, gaining hands‑on skills and real client exposure. Possible rotations include:
  • National Contact Center – master fundamentals of client consultation, field inbound calls, guide participants through retirement plans, investment choices, and income options.
  • TIAA Retirement & Advice Consulting – act as Individual Financial Consultant, delivering retirement education and advice, growing client assets, owning the client experience.
  • Wealth Distribution – partner with Wealth Management Advisors as a Client Relationship Manager, deepening relationships and growing practice via referrals and tailored solutions.
  • Client Growth & Retention – serve as a Client Retention Consultant, resolving questions, educating clients, positioning solutions.
  • TIAA Wealth Management & Advice Solutions COO – as Associate Financial Planner, craft high‑quality, compliant financial plans that support client-facing advisors and consultants.
  • Wealth Chief Investment Officer – as Portfolio Analyst, provide licensed investment and analytical support to Portfolio Managers, conducting economic, market, and industry analysis while gaining direct client exposure through portfolio reporting, trade execution, and client meetings.

Pay

Base Pay Range: $28.22/hr - $35.53/hr (actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location).

Sign‑on bonus for completing the SIE exam before the program begins:

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

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).

Benefits

TIAA offers a comprehensive Total Rewards package that includes a superior retirement program and highly competitive health, wellness, and work‑life offerings designed to help associates achieve and maintain their best possible physical, emotional, and financial well‑being.

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