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

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

Educational Requirements Bachelor's Degree Required Work Experience No Experience RequiredFINRA RegistrationsSRC Indicator:
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

Physical Requirements:

Sedentary Work Career Level 5

ICAnticipated start date of 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

The rotational program consists of four individual rotations, across the two years following an intentional format to shape a progressive learning experience.

Rotation 1:
Licensing Your journey starts with foundation-building. Within 120 days, you'll obtain your Series 7, Series 66, and applicable life and health insurance licenses—the credentials that unlock every client-facing opportunity ahead.

Rotations 2 - 4:
Where Your Path Takes Shape This is where the program comes alive. You'll rotate through licensed organizations across TIAA's business, gaining hands-on skills and real client exposure that will define your career trajectory.

Rotations May Include:

National Contact Center – Where you’ll master the fundamentals of client consultation—fielding inbound calls, guiding participants through retirement plans, investment choices, and income options,…