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Founding Wealth Strategist

2 months ago

New York, New York, United States Titan Full time
About Titan

Titan is a pioneering financial services company that is revolutionizing the wealth management industry. Our mission is to provide innovative and personalized financial solutions to individuals and families, leveraging cutting-edge technology and expertise.

Role Overview

We are seeking a highly skilled and experienced Founding Wealth Strategist to join our team. As a key member of our wealth advisory team, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Develop and implement customized investment portfolios for clients, taking into account their unique financial objectives and risk tolerance.
  • Conduct thorough financial planning and analysis, including tax and estate planning, to ensure clients' financial well-being.
  • Communicate effectively with clients, providing clear and concise financial advice and guidance.
  • Collaborate with our product and engineering teams to identify client pain points and develop innovative solutions.
  • Stay up-to-date with market trends and developments, and provide expert insights and recommendations to clients.
Qualifications
  • Minimum 8 years of experience in wealth advisory or a related field.
  • Proven track record of success in providing expert financial guidance and advice.
  • Strong knowledge of investment products and services, including asset allocation and portfolio construction.
  • Excellent communication and interpersonal skills.
  • Series 65 designation and clean U4 record.
Benefits
  • Competitive compensation package, including equity component.
  • Medical and dental insurance.
  • Unlimited PTO and sick days.
  • 401(k) plan with employer match.
  • MacBook/PC laptop provided.
  • Internet stipend.
  • Health and wellness stipend.
  • Free lunch three days a week at our headquarters.
  • Hybrid work setup, with three days in office per week.
  • Work-from-home stipend to optimize your setup.