About Titan
Empowering everyday investors with smart strategies
Key Highlights
- Headquartered in SoHo, New York, NY
- $173.2 million raised in Series B funding
- Serves millennials with investments starting at $1,000
- Offers access to both individual stocks and managed portfolios
Titan is a fintech company headquartered in SoHo, New York, that aims to democratize access to sophisticated investment strategies for everyday investors. With $173.2 million in funding from investors like Coatue Management and a Series B stage, Titan serves millennials by allowing them to invest in...
🎁 Benefits
Titan provides exceptional health and dental coverage for employees and their families, with most premiums covered. Employees enjoy flexible PTO, a 40...
🌟 Culture
Titan fosters a culture focused on empowering everyday investors with sophisticated investment tools and insights. The company prioritizes accessibili...
Overview
Titan is hiring a Senior Wealth Advisor to democratize wealth management for everyone. You'll leverage AI technologies to enhance client services and provide personalized financial advice. This role requires relevant financial licenses and experience in wealth management.
Job Description
Who you are
You have a strong background in wealth management, ideally with 5+ years of experience advising clients on investment strategies and financial planning. Your expertise allows you to navigate complex financial landscapes and provide tailored advice that meets individual client needs. You are familiar with the latest technologies in the financial sector, particularly how artificial intelligence can enhance client interactions and investment strategies. You possess the Series 7, 63, and 65 licenses, or are willing to obtain them within 90 days of starting. Your communication skills are exceptional, enabling you to build trust and rapport with clients from diverse backgrounds.
Desirable
Experience with AI-driven financial tools is a plus, as is a track record of successfully managing client portfolios. You are proactive in seeking out new opportunities for client engagement and are comfortable working in a fast-paced, collaborative environment. You thrive in a culture that values in-person interactions and teamwork, contributing to a vibrant office atmosphere.
What you'll do
As a Senior Wealth Advisor at Titan, you will be responsible for building and maintaining relationships with clients, guiding them through their financial journeys. You will utilize cutting-edge technology to provide personalized investment advice and help clients achieve their financial goals. Your role will involve analyzing market trends and client portfolios, ensuring that your recommendations are data-driven and aligned with best practices in wealth management. You will also collaborate closely with other advisors and team members to share insights and strategies, fostering a culture of continuous improvement and learning.
What we offer
Titan offers a competitive compensation package that includes both cash and equity, ensuring that every team member feels like an owner in our mission. You will work in a dynamic environment where your contributions will have a significant impact on the company's growth and the financial well-being of our clients. We prioritize a vibrant in-person culture, where collaboration and teamwork are at the forefront of our operations. Join us in our mission to make wealth management accessible to everyone, and be part of a team that is redefining the industry.
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