2026 Early Talent Rotational Program: Retirement Solutions & Wealth Management

TIAA • Frisco, TX

4d • $30 - $31

About The Position

After obtaining licensing, Rotational Associates can expect to complete three rotational assignments within key areas of our client facing organizations such as the National Contact Center, Retirement Solutions, and Wealth Management. Associates will build cross-functional proficiency by learning the techniques, disciplines and processes that deliver the highest quality results to our customers. Associates will build cross-functional proficiency by learning the techniques, skills and processes that deliver the highest quality results to our customers. Each rotation is designed to improve business acumen and build an overall understanding of TIAA's enterprise strategy. Rotation assignments are determined by a combination of business needs, skills and experience, and the associate's desired career path. The TIAA Retirement Solutions & Wealth Management Rotational Program offers an exciting mix of strategically aligned assignments, professional development, and the ability to experience many facets of our organization during the two-year program. The environment is client facing, fast-paced, challenging, and full of growth opportunities. Candidates after obtaining licensing can expect to complete three rotational assignments within key areas of our client facing organizations such as the National Contact Center, Retirement Solutions, and Wealth Management. Associates will build cross-functional proficiency by learning the techniques, disciplines and processes that deliver the highest quality results to our customers. Rotation 1: Licensing (3-4 months) Associates will obtain their Series 7, Series 66, and applicable life and health licenses within 120 days of their start date. Rotation 2: National Contact Center (8-9 months) Associates will receive foundational training on TIAA's products and services, in addition to learning the key client-facing skillsets of a financial services consultant. Associates will work with individual plan participants to provide education and understanding regarding their organization's financial products and services, and assist participants in meeting their long-term financial goals. This rotation is responsible for taking inbound calls, communicating details, and providing participant's information regarding their options for retirement plans, after-tax investments, insurance products, income options, investment choices, and overall retirement and financial education. Rotation 3: Retirement Solutions or Wealth Management - (6 months) Rotation assignments are determined by a combination of business need, skills and experience, and the associate's desired career path. Associates will have an opportunity to rotate through one of the following rotation options within our Retirement Solutions or Wealth Management organizations. Retirement Solutions Rotations The Individual Financial Consultant (IFC) 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 Institutional Consultant provides primary Inbound/Outbound Call Center support to Institutional Plan Sponsors that use the Administrator Telephone Center (ATC) service line. This includes providing institutional consultation regarding plan design, investment education, PlanFocus education and support, signature 5500, and plan compliance. This role answers all related administrative and service inquiries, documents and responds to concerns, and provides consultative guidance and education to third-party advisors on lifetime income solutions. Wealth Management Rotations The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. This job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. Rotation 4: Retirement Solutions or Wealth Management - (6 months) Rotation assignments are determined by a combination of business need, skills and experience, and the associate's desired career path. Associates will have an opportunity to rotate through one of the following rotation options within our Retirement Solutions or Wealth Management organizations. Retirement Solutions Rotations The Individual Financial Consultant (IFC) 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 Institutional Consultant provides primary Inbound/Outbound Call Center support to Institutional Plan Sponsors that use the Administrator Telephone Center (ATC) service line. This includes providing institutional consultation regarding plan design, investment education, PlanFocus education and support, signature 5500, and plan compliance. This role answers all related administrative and service inquiries, documents and responds to concerns, and provides consultative guidance and education to third-party advisors on lifetime income solutions. The Client Services Manager II (CSM II) works with business partners on the implementation of business plans and is responsible for structuring interaction, communication, processes and activities that deliver on business goals and increase client satisfaction. This role is 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. This role is critical to maintaining the client relationship, increasing plan efficiencies, growth in premium and transfers-in, new account acquisition, and asset retention. Wealth Management Rotations The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. This job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. The Associate Financial Planner is responsible for writing and supporting financial planning for the organization's Wealth Management Advisors, Advisory Consultants, and other client-facing associates. Working under close supervision, this role creates high quality, accurate, and compliant financial plans and contributes to the quality and accuracy of financial plans built by client-facing associates.

Requirements

• Bachelor's Degree Required
• 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: Sedentary Work
• 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

Nice To Haves

• SIE Exam
• Participation in TIAA’s Summer Associate Internship Program
• Accountability
• Adaptability
• Business Acumen
• Collaboration
• Communication
• Consultative Communication
• Data Analysis
• Influence
• Market/Industry Dynamics
• Problem Solving
• Relationship Management

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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level