TIAA
2027 Early Talent Internship: Wealth Management & Advice Solutions
3965 Dallas Parkway Frisco, TX 75034 · internship
Company's own boardFreshers welcome
First seen Oct 24 · seen live today · from TIAA's own Workday board
Skills mentioned
excel
The posting, as published
Intern
Throughout the intensive 10-week summer program, participants engage in a structured professional development curriculum featuring:
Comprehensive training modules
Executive speaker series
Educational workshops
Mentorship programs
Cohort-based learning experiences
This position provides exposure to key business divisions including Actuarial Services, Asset Management, Business Management, Corporate Strategy and Development, Financial Analysis and Accounting, Human Resources, Internal Audit, Law and Policy, Marketing and Communications, Product and Business Development, Retirement Solutions, Risk and Compliance, Technology, and Wealth Management.
Key Roles and Duties
Support high-impact business initiatives by contributing to meaningful projects that directly support business objectives and client outcomes
Collaborate on strategic presentations and research projects, contributing to PowerPoint and Excel deliverables and analytical materials that inform key business decision-making
Support a variety of projects by helping to coordinate project materials and meetings to ensure seamless information flow across teams
Drive independent research initiatives to gather market intelligence, competitive analysis, and supporting documentation that advances business objectives
Immerse yourself in professional development opportunities through exclusive access to executive speaker series, specialized training programs, and networking events designed to accelerate your career trajectory
Explore diverse career pathways by working alongside professionals across multiple departments and gaining hands-on experience in various business functions
Build comprehensive industry expertise while developing deep knowledge of TIAA's culture, values, and position within the financial services landscape
Educational Requirements
High School Preferred
Work Experience
No Experience Required
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
2IC
Position Overview
This is a 10-week summer internship program designed to challenge students by providing hands-on experience, skills training, and professional networking opportunities to help them identify and build on their career interests. Interns gain exposure to the company and financial services industry by attending meetings, delivering presentations, working on business-specific tasks, and collaborating closely with cross-functional groups to better understand TIAA and Nuveen's businesses.
The program includes an onboarding process followed by an ongoing speaker series, lunch-and-learns, and engagement activities, along with direct access to executive and senior leadership, mentors, and previous interns.
Throughout the program, participants engage in a structured professional development curriculum featuring:
Comprehensive training modules
Executive speaker series
Educational workshops
Mentorship programs
Cohort-based learning experiences
This position also provides exposure to key business divisions, including Actuarial Services, Asset Management, Business Management, Corporate Strategy and Development, Financial Analysis and Accounting, Human Resources, Internal Audit, Law and Policy, Marketing and Communications, Product and Business Development, Retirement Solutions, Risk and Compliance, Technology, and Wealth Management.
Your Future in Wealth Management Starts Here
For more than a century, TIAA has stood alongside educators, researchers, healthcare workers, and professionals in the non-profit sector — helping them build the financial security they deserve. Recognized as one of the world's most ethical companies, we are an organization where your work is both purposeful and rewarding. Our internship program is at the heart of that mission.
Your summer starts at the intersection of strategy, client impact, and career-defining growth – working directly alongside the professionals shaping how millions of Americans build financial security. Welcome to the TIAA Wealth Management & Advice Solutions Summer Internship, where real projects, real mentorship, and real momentum come together in one transformative 10-week experience.
What Makes This Program Different
You'll be immersed in a curriculum built to accelerate your growth from day one:
Executive Speaker Series — Hear directly from the leaders driving strategy across TIAA's Wealth Management business
Hands-On Training Modules — Build real, transferable skills in financial services
Cohort-Based Learning — Grow alongside a talented community of peers who will become your professional network for years to come
Dedicated Mentorship — Work side-by-side with experienced professionals invested in your development
Specialized Workshops — Sharpen the technical and strategic skills that set top performers apart
Where You'll Make an Impact
As an intern in TIAA Wealth Management & Advice Solutions, you won't just observe the business—you'll help move it forward. Your work will span:
High-Impact Projects – Contribute to initiatives that directly influence client outcomes and business strategy.
Strategic Storytelling – Build compelling PowerPoint and Excel deliverables that inform real decision-making at the highest levels of the business.
Cross-Team Collaboration – Coordinate materials and meetings that keep information flowing seamlessly across teams.
Independent Research – Dig into market intelligence and competitive analysis, sharpening your analytical edge while contributing insights that shape business direction.
Career Exploration – Rotate through diverse business functions, discovering where your strengths and passions align within the wealth management landscape.
Your Path Within Wealth Management
You'll gain firsthand exposure to what powers the TIAA's Wealth Management & Advice Solutions business, including:
Sales & Distribution — See how strategy translates into client relationships and growth
Portfolio Management & Planning — Get close to the investment decisions shaping client futures
Business Intelligence — Learn how data and insights power the business
Rising seniors: Take your experience even further with our Security Industry Essentials (SIE) prep program, culminating in the opportunity to sit for the SIE exam before summer's end—a credential that gives you a running start in financial services.
Why This Internship Matters
The relationships you build, the skills you sharpen, and the impact you make this summer will establish the foundation for your career in wealth management. Successful summer interns earn the opportunity to interview for a full-time position in TIAA's highly competitive TIAA Wealth Management & Advice Solutions Program.
What We're Looking For
Curiosity, drive, entrepreneurial mindset and a passion for client service
Additional Requirements
Current enrolled in a degree-seeking program with expected graduation date between December 2027– June 2029
Minimum GPA of 3.0
Must have authorization to work in the U.S., and not require current or future work visa sponsorship to retain authorization to work in the U.S.
Related Skills
Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management
Anticipated Posting End Date:
2026-10-26
Base Pay Range: $22.00/hr - $30.00/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).
_________________