Rotational Program - Retirement Solutions and Wealth Management
The Rotational Program - Retirement Solutions and Wealth Management participates in a comprehensive rotational program that combines senior leadership interaction and cross-business experience with real life situations and projects. This job works with financial services technology platforms and tools and learns techniques, disciplines and processes to become more familiar with financial services. Each rotation is designed to improve business knowledge and build an overall understanding of the company. This job is assigned a mentor who provides ongoing coaching and feedback.

Key Responsibilities and DutiesGains knowledge across various business functions to help discover which role fits best.\nDevelops skills and gains experience to ensure a successful career at TIAA.\nExecutes project activities by understanding objectives, meeting time lines and communicating results.\nAssists in preparing information and research materials, including Powerpoint presentations.\nResearches and gathers documentation as directed by colleagues.\nAttends required trainings.\nShadows multiple office jobs and trains in a variety of function-related tasks.\nTakes notes during meetings and provides to team members\nUtilizes academic knowledge, skills and experience to apply tactics and strategies to solve real business challenges.Educational RequirementsBachelor's Degree Required Work ExperienceNo Experience RequiredFINRA RegistrationsSRC Indicator: Series 7; Series 63; Series 65; Series 66Licenses and CertificationsLife and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical RequirementsPhysical Requirements: Sedentary Work
Career Level
5IC

Additional Information for Posting:

 

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.

 

Additional Requirements:

Participation in TIAA’s Summer Associate Internship Program preferredMust have graduated with a Bachelor's degree or higher prior to the program's start date  

Preferred Qualifications

SIE Exam 

Anticipated Posting End Date:

2024-10-14

Base Pay Range: $30.00/hr. - $31.25/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). 

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Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

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: (800) 842-2755

Email: accessibility.support@tiaa.org

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