Wealth Management Rotational Program: Licensing & Client Impact

Nuveen; Frisco, Northern (TX, KY); Hybrid; USD 80,962,000 - 101,807,000; Full time

Job summary

TIAA's Wealth Management & Advice Solutions Rotational Program is a two-year experience designed to build licenses, product knowledge, and client-facing expertise across multiple divisions. You will rotate through the National Contact Center, Retirement Solutions, and Wealth Management & Advice Solutions, deepening your business acumen while preparing for a defining career at TIAA.

The program emphasizes hands-on client interaction, professional development, and licensing achievements, with a

Qualifications

• Bachelor’s degree required.
• Licensing/certifications required within program timelines (Series 7,63,65,66; Life and Health Insurance) within 120 days.
• Strong communication, collaboration, and client-service focus.

Responsibilities

• Earn required licenses within 120 days.
• Rotate through four client-facing roles across National Contact Center, Retirement Solutions, and Wealth Management.
• Provide education and advice to clients as applicable.
• Shadow and learn from tenured professionals to build skills and relationships.
• Deliver excellent client service and support regulatory and compliance standards.

Skills

Analytical skills

Problem solving

Communication

Collaboration

Relationship management

Data analysis

Education

Bachelor's degree

Job description

TIAA's Wealth Management & Advice Solutions Rotational Program is a two-year experience designed to build licenses, product knowledge, and client-facing expertise across multiple divisions. You will rotate through the National Contact Center, Retirement Solutions, and Wealth Management & Advice Solutions, deepening your business acumen while preparing for a defining career at TIAA.

The program emphasizes hands-on client interaction, professional development, and licensing achievements, with a