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 at TIAA.

** Key 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 Required
** FINRA Registrations
*** SRC 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
** 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 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…