Rotational Associate: Retirement Solutions Licensing

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 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.