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.

Additional Requirements:

•        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*

Sign-On Bonus        SIE Completed by Date

$6500   -    >180 days prior to program start date

$6000   -    179 - 90 days prior to program start date

$5500   -    89 - 60 days prior to program start date

$5000   -    59 – 35 days prior to program start date

Please note that the SIE is a pre-requisite requirement to start in the rotational program and must be obtained by June 1 or the offer will be rescinded.

Preferred Qualifications

•        SIE Exam

•        Participation in TIAA’s Summer Associate Internship Program 

Company Overview

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.

See our full Equal Employment Opportunity & Non-Discrimination statement below. You can read more about your rights and view government notices 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

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.

Privacy Notices

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For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

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.

Read more about your rights and view government notices here.