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TIAA
3965 Dallas Parkway Frisco, TX 75034; Charlotte, NC, USA
Source: TIAA careers · View original posting
From TIAA's posting. “We” and “our” refer to the employer.
The TIAA Wealth Management & Advice Solutions – Licensed Rotational Program is engineered to compound your growth at every stage. You'll rotate through client-facing organizations, such as the National Contact Center, Retirement Solutions, and TIAA Wealth Management & Advice Solutions – each one deepening your business acumen and sharpening your understanding of TIAA's enterprise strategy. Your rotations are shaped by business needs, your emerging strengths, and the career path you're building toward.
By the time you complete the program, you won't just understand wealth management –you'll have lived it from multiple vantage points, with the licenses and relationships to prove it.
Over two transformative years, you'll move beyond exploration into ownership – building the licenses, skills, and client-facing expertise that define top wealth management professionals. This is a client-facing, fast-paced, high-growth experience designed for one purpose: to prepare you for a defining career at TIAA.
This is where the program comes alive. You'll rotate through licensed organizations across TIAA's business, gaining hands-on skills and real client exposure that will define your career trajectory.
Rotations May Include:
Wealth Chief Investment Officer – As a Portfolio Analyst, provide licensed investment and analytical support to Portfolio Managers, conducting economic, market, and industry analysis while gaining direct client exposure through portfolio reporting, trade execution, and client meetings—rare access to the analytical engine behind client strategy.
Get a Head Start—and Get Rewarded for It
Completing your SIE exam before the program begins is not just a requirement that helps prepare you—it pays you. The earlier you complete it, the bigger your sign-on bonus:
Related Skills
Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management
2026-10-06
Base Pay Range: $28.22/hr - $35.53/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
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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
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.
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.
Our full EEO & Non-Discrimination statement is on our careers home page , and 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:
TIAA maintains a drug-free and smoke/free workplace.
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 .
For Applicants of TIAA Global Capabilities, click here .
For Applicants of Nuveen residing in Europe and APAC, please click here .
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