TIAA · 4 months ago
2026 Early Talent Rotational Program: Retirement Solutions & Wealth Management
Charlotte, NC, USA
Full-time
Hybrid
New Grad, Entry Level
$30/hr - $31.25/hr
0+ years expTIAA is a market-leading retirement company that has been delivering secure retirement solutions for over 100 years. They are seeking Rotational Program Associates to complete three rotational assignments within key areas of their client-facing organizations, focusing on building cross-functional proficiency and understanding of the financial services industry.
FinanceFinancial ServicesLife Insurance
Responsibilities
Gains an understanding of the financial services industry, regulatory environment, and TIAA's competitive position
Obtains all licenses and registrations within 120 days from start date
Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills
Gathers knowledge across various business functions of Retirement Solutions & Wealth Management organizations to help inform career trajectory
Shadows multiple clients facing roles to learn best practices and processes from tenured team members
Completes required in-person, virtual, and on-demand trainings, leveraging role-specific and program-specific trainings to operate in a variety of client facing roles
Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence
Works consultatively with clients to determine long-term goals and identify appropriate solutions by leveraging TIAA products and services
Fields inbound calls from clients, providing education or advice depending on role related to investments, products, retirement planning, and retirement income
Qualification
Required
Bachelor's Degree Required
No Experience Required
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Must have graduated with a Bachelor's degree or higher prior to the program's start date
Must have SIE completed by program start date
Preferred
SIE Exam
Participation in TIAA's Summer Associate Internship Program
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
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