drjobs 2025 Early Talent Rotational Program: Retirement Solutions & Wealth Management (Advisory Services)

2025 Early Talent Rotational Program: Retirement Solutions & Wealth Management (Advisory Services)

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1 Vacancy
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Job Location drjobs

Frisco, TX - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

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 Duties
  • Gains knowledge across various business functions to help discover which role fits best.
  • Develops skills and gains experience to ensure a successful career at TIAA.
  • Executes project activities by understanding objectives meeting time lines and communicating results.
  • Assists in preparing information and research materials including Powerpoint presentations.
  • Researches and gathers documentation as directed by colleagues.
  • Attends required trainings.
  • Shadows multiple office jobs and trains in a variety of function-related tasks.
  • Takes notes during meetings and provides to team members
  • Utilizes academic knowledge skills and experience to apply tactics and strategies to solve real business challenges.
Educational Requirements
  • Bachelors Degree Required
Work Experience
  • 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
  • Physical 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 TIAAs Summer Associate Internship Program preferred
  • Must have graduated with a Bachelors degree or higher prior to the programs start date

Preferred Qualifications

  • SIE Exam

Related Skills

Accountability Adaptability Business Acumen Collaboration Communication Consultative Communication Data Analysis Influence Market/Industry Dynamics Problem Solving Relationship Management

Anticipated Posting End Date:

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).

Company Overview

Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a market-leading retirement company fueled by world-class asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.

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. Thats 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.

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:

Email:

Privacy Notices

For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.

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

ForApplicants of TIAA Global Capabilities click here.

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


Required Experience:

Unclear Seniority

Employment Type

Full-Time

About Company

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