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Financial Services

Rotational Associate: Retirement & Wealth Management

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: TIAA
Full Time position
Listed on 2026-02-04
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A leading financial services organization is seeking a Rotational Program Associate in Charlotte, North Carolina. This two-year program includes multiple assignments in retirement solutions and wealth management, allowing recent graduates to gain essential industry experience. Candidates must have a bachelor's degree and be able to obtain necessary licenses within 120 days. A sign-on bonus is available based on the timing of SIE exam completion.

The role emphasizes client service and operational excellence in a dynamic environment.
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Position Requirements
10+ Years work experience
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