2027 Early Talent Rotational Program: Retirement Solutions - Licensed

TIAA; Frisco (TX); On-site; USD 80,862,000 - 101,807,000; Full time

Benefits offered by this job

Licensing support (Series 7, 66, Life)

Mentorship and coaching

Executive exposure and networking

Job summary

The TIAA Retirement Solutions Rotational Associate Program is a full-time, two-year early-career experience for graduates in 2027. The program combines onboarding, cohort learning and mentorship with four rotations across client-facing roles and licensing support.

Within 120 days, associates obtain Series 7, 66, and Life & Health licenses. After completion, top performers may transition to a full-time role based on performance and business needs.

Qualifications

• Bachelor's Degree required for consideration.
• Willingness to pursue and obtain FINRA licenses (Series 7, 66, Life & Health).
• Strong communication and organizational capabilities are essential.

Responsibilities

• Tackle four rotational assignments over a two-year program.
• Develop client-facing communication and cross-functional collaboration.
• Pursue required licensing within 120 days and contribute to projects.

Skills

Licensing readiness

Communication

Project coordination

Education

Bachelor's Degree Required

Tools

PowerPoint

CRM systems

Job description

The TIAA Retirement Solutions (Licensed) Rotational Associate Program is a full-time, two-year early-career experience for individuals graduating in 2027. The strategically aligned assignments focus on professional development, building cross functional proficiency in a client-facing, fast paced environment full of growth opportunities. After obtaining licensing, associates can expect to complete three rotational assignments within key areas of our client facing organizations.

The program combines structured onboarding, cohort-based learning, formal training, mentorship, executive exposure, networking, and on-the-job development. Each rotation includes defined objectives, substantive deliverables, regular feedback, and opportunities to directly impact our clients.

Throughout the program, associates participate in a structured development curriculum featuring:

• Four rotational assignments
• Licensing support (Series 7, 66, Life & Health)
• Technical, business, and leadership training
• Executive speaker series and educational workshops
• Mentorship and career coaching
• Cohort-based learning and networking experiences
• Rotation-end feedback, presentations, and development planning

After the two-year program, associates will be considered for placement into a full-time role based on demonstrated performance, skills, career interests, and business needs.

Key Responsibilities & Duties

Throughout your time as a Retirement Solutions Rotational Associate, you will tune your communications from clients to internal stakeholders, gain industry, client and product knowledge, and build a network of peers, managers and leaders across TIAA. Theresponsibilities listed below will increase in scope and independence as associates progress through the program.

• 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 work settings
• 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
• Executes project activities by understanding objectives, meeting timelines and communicating results
• Assists in preparing information and research materials, including Powerpoint presentations
• Researches and gathers documentation as directed by colleagues.
• Attends required trainings
• Utilizes academic knowledge, skills and experience to apply tactics and strategies to solve real business challenges. Earn all required licenses and registrations (Series 7,63,65, and 66, Life and Health Insurance License (multiple issuers, resident state)) within 120 days

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 capabilities in written and oral communication, problem-solving, intellectual curiosity, sound judgement, and attention to detail.
• Ability to organize multiple priorities, meet deadlines and take ownership of commitments
• Possess an adaptive mindset, with a willingness to learn, collaborate, and build productive relationships
• 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 Call Center (NCC) – delivers foundational training on TIAA’s products and services, by providing individual plan participant information regarding their options for retirement plans, after tax investments, insurance products, income options, investment choices and more general retirement and financial education
• Institutional Support Team (IST) – provides primary Inbound/Outbound Call Center support to Institutional Plan Sponsors that use the Administrator Telephone Center (ATC) service line to respond to a variety of plan and administrative inquiries
• Client Services Manager II (CSMII) – responsible for increasing consistency and quality of TIAA service as it relates to administrative efficiency, operational transactions, and products especially to those client administrators with daily responsibility for the retirement benefits program
• Transition Manager I (TMI) – responsible for the comprehensive coordination of all platform transition services for retirement plan clients
• Data Lead I (DLI) – supports internal stakeholders and partners for platform updates and installation of services for retirement plan clients
• Communication Consultant I (CCI) – responsible for increasing consistency and quality of TIAA service as it relates to the administrative efficiency, operational transactions, and products especially to those client administrators with daily responsibility for the retirement benefits program
• The Financial Consultant I (FCI) – provides retirement education and advice to the organization's clients and prospects. The IFC helps individuals navigate and, where appropriate, provide advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of their time fielding inbound calls and the remainder of their time on follow up to clients and prospects. The role is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience
• The Retirement Income Consultant (RIC) – educates and helps individuals navigate TIAA’s retirement income options. The RIC provides advice related to income replacement strategies in retirement as well as qualified and non-qualified product and investment needs

Get a Head Start—and Get Rewarded for It

Completing your SIE exam before the program begins is not just a requirement that helps prepare you—it pays you. The earlier you complete it, the bigger your sign-on bonus:

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

Related SkillsAccountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management

Anticipated Posting End Date:

2026-10-06

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. 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.

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.

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TIAA maintains a drug-free and smoke-free workplace.

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