2027 Early Talent Internship: Wealth Management & Advice Solutions

TIAA; Charlotte (NC); Sur place; USD 63 039 000 - 85 962 000; Plein temps

Résumé du poste

TIAA invites you to join the Wealth Management & Advice Solutions Summer Internship in Charlotte, NC, a 10-week program designed to deliver hands-on experience, mentorship, and real projects that drive business impact.

You will work with professionals across Actuarial Services, Asset Management, Marketing and more, attend executive speaker sessions, and participate in training modules to accelerate your career in financial services.

Qualifications

• Current enrolled in a degree-seeking program with expected graduation date between December 2027 and June 2028.
• Minimum GPA of 3.0.
• Must have authorization to work in the U.S. and not require visa sponsorship.

Responsabilités

• Contribute to high-impact projects that align with business objectives and client outcomes.
• Prepare PowerPoint and Excel deliverables for strategic decision-making.
• Coordinate materials and meetings to ensure smooth information flow across teams.
• Conduct independent market research and competitive analysis to support business objectives.
• Rotate through diverse functions to explore career paths within wealth management.

Connaissances

Accountability

Adaptability

Communication

Data Analysis

Problem Solving

Team Collaboration

Formation

Degree-seeking student

Outils

PowerPoint

Excel

Description du poste

Office Flex

3965 Dallas Parkway Frisco, TX 75034

Charlotte, NC, USA

Full time

R261000119

Intern

Throughout the intensive 10-week summer program, participants engage in a structured professional development curriculum featuring:

• Comprehensive training modules
• Executive speaker series
• Educational workshops
• Mentorship programs
• Cohort-based learning experiences

This position provides exposure to key business divisions including Actuarial Services, Asset Management, Business Management, Corporate Strategy and Development, Financial Analysis and Accounting, Human Resources, Internal Audit, Law and Policy, Marketing and Communications, Product and Business Development, Retirement Solutions, Risk and Compliance, Technology, and Wealth Management.

Key Roles and Duties

Support high-impact business initiatives by contributing to meaningful projects that directly support business objectives and client outcomes

Collaborate on strategic presentations and research projects, contributing to PowerPoint and Excel deliverables and analytical materials that inform key business decision‑making

Support a variety of projects by helping to coordinate project materials and meetings to ensure seamless information flow across teams

Drive independent research initiatives to gather market intelligence, competitive analysis, and supporting documentation that advances business objectives

Immerse yourself in professional development opportunities through exclusive access to executive speaker series, specialized training programs, and networking events designed to accelerate your career trajectory

Explore diverse career pathways by working alongside professionals across multiple departments and gaining hands‑on experience in various business functions

Build comprehensive industry expertise while developing deep knowledge of TIAA's culture, values, and position within the financial services landscape

Educational Requirements

High School Preferred

Work Experience

No Experience Required

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

2IC

Position Overview

This is a 10-week summer internship program designed to challenge students by providing hands‑on experience, skills training, and professional networking opportunities to help them identify and build on their career interests. Interns gain exposure to the company and financial services industry by attending meetings, delivering presentations, working on business‑specific tasks, and collaborating closely with cross‑functional groups to better understand TIAA and Nuveen’s businesses.

The program includes an onboarding process followed by an ongoing speaker series, lunch‑and‑learns, and engagement activities, along with direct access to executive and senior leadership, mentors, and previous interns.

Throughout the program, participants engage in a structured professional development curriculum featuring:

• Comprehensive training modules
• Executive speaker series
• Educational workshops
• Mentorship programs
• Cohort-based learning experiences

This position also provides exposure to key business divisions, including Actuarial Services, Asset Management, Business Management, Corporate Strategy and Development, Financial Analysis and Accounting, Human Resources, Internal Audit, Law and Policy, Marketing and Communications, Product and Business Development, Retirement Solutions, Risk and Compliance, Technology, and Wealth Management.

Your Future in Wealth Management Starts Here

For more than a century, TIAA has stood alongside educators, researchers, healthcare workers, and professionals in the non‑profit sector - helping them build the financial security they deserve. Recognized as one of the world's most ethical companies, we are an organization where your work is both purposeful and rewarding. Our internship program is at the heart of that mission.

Your summer starts at the intersection of strategy, client impact, and career‑defining growth - working directly alongside the professionals shaping how millions of Americans build financial security. Welcome to the TIAA Wealth Management & Advice Solutions Summer Internship, where real projects, real mentorship, and real momentum come together in one transformative 10-week experience.

What Makes This Program Different

You'll be immersed in a curriculum built to accelerate your growth from day one:

• Executive Speaker Series - Hear directly from the leaders driving strategy across TIAA's Wealth Management business
• Hands‑On Training Modules - Build real, transferable skills in financial services
• Cohort‑Based Learning - Grow alongside a talented community of peers who will become your professional network for years to come
• Dedicated Mentorship - Work side‑by‑side with experienced professionals invested in your development
• Specialized Workshops - Sharpen the technical and strategic skills that set top performers apart

Where You'll Make an Impact

As an intern in TIAA Wealth Management & Advice Solutions, you won't just observe the business-you'll help move it forward. Your work will span:

• High‑Impact Projects - Contribute to initiatives that directly influence client outcomes and business strategy.
• Strategic Storytelling - Build compelling PowerPoint and Excel deliverables that inform real decision‑making at the highest levels of the business.
• Cross‑Team Collaboration - Coordinate materials and meetings that keep information flowing seamlessly across teams.
• Independent Research - Dig into market intelligence and competitive analysis, sharpening your analytical edge while contributing insights that shape business direction.
• Career Exploration - Rotate through diverse business functions, discovering where your strengths and passions align within the wealth management landscape.

Your Path Within Wealth Management

You'll gain firsthand exposure to what powers the TIAA's Wealth Management & Advice Solutions business, including:

• Sales & Distribution - See how strategy translates into client relationships and growth
• Portfolio Management & Planning - Get close to the investment decisions shaping client futures
• Business Intelligence - Learn how data and insights power the business
• Rising seniors: Take your experience even further with our Security Industry Essentials (SIE) prep program, culminating in the opportunity to sit for the SIE exam before summer's end-a credential that gives you a running start in financial services.

Why This Internship Matters

The relationships you build, the skills you sharpen, and the impact you make this summer will establish the foundation for your career in wealth management. Successful summer interns earn the opportunity to interview for a full‑time position in TIAA's highly competitive TIAA Wealth Management & Advice Solutions Program.

What We're Looking For

Curiosity, drive, entrepreneurial mindset and a passion for client service

Additional Requirements

Current enrolled in a degree‑seeking program with expected graduation date between December 2027- June 2028

Minimum GPA of 3.0

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.

Related Skills

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

Anticipated Posting End Date:

2026-10-23

Base Pay Range:

$22.00/hr - $30.00/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. In addition to base salary, the competitive compensation package may include, depending on the role, 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).

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market‑leading retirement company fueled by world‑class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in‑office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being. To learn more about your benefits, please review our Benefits Summary https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf .

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non‑Discrimination statement is on our careers home page https://careers.tiaa.org/ , and you can read more about your rights and view government notices here https://www.dol.gov/general/topics/posters .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: [phone]

Email: [e-mail]

Drug and Smoking Policy

TIAA maintains a drug‑free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here https://www.tiaa.org/public/tiaa-nuveen-privacy .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here https://www.tiaa.org/public/tiaa-nuveen-ca-privacy .

For Applicants of TIAA Global Capabilities, click here https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice .

For Applicants of Nuveen residing in Europe and APAC, please click here https://www.tiaa.org/public/nuveen-eu-uk-privacy .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for‑profits rely on our wide range of financial products and services to support and strengthen their financial well‑being.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here https://www.tiaa.org/public/tiaa-nuveen-privacy .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here https://www.tiaa.org/public/tiaa-nuveen-ca-privacy .

For Applicants of TIAA Global Capabilities, click here https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice .

For Applicants of Nuveen residing in Europe and APAC, please click here https://www.tiaa.org/public/nuveen-eu-uk-privacy .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law

https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\EEOC\KnowYourRights-1688394514088.pdf

Pay Transparency

https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf