2027 Early Talent Internship: Wealth Management & Advice Solutions

Location: 3965 Dallas Parkway Frisco, TX 75034; Charlotte, NC, USA

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:

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 relati