Wealth Advisor

About Titan

Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they’re available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.

Why Join Titan

For the right person, we believe Titan will be one of the most rewarding jobs they ever have. 

• Ambitious Vision: When we put private wealth management in every pocket, we’ll make a legacy-defining impact in growing our generation’s wealth to new heights.

• Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.

• Disproportionate Impact: We’re still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.

• Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you’ll see our founders in office every day).

• Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.

• World-Class Investors: We’re backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.

Role Overview

We are looking for a Wealth Advisor to join Titan’s Wealth Advisor team. You will be responsible for building, managing and growing your own book of wealth management clients and AUM through the Titan app. These clients come from all walks of life – your job is to win them and delight them with world-class advice, capabilities, and service. You will advise them on issues including investment allocation, financial planning, tax optimization, equity compensation, and more.

Titan will provide you with the necessary resources across operations, legal, compliance, product, engineering, marketing, and content. Your job is to focus on delivering exceptional advice to Titan clients, winning their trust and assets as a result. You will work directly with our Director of Wealth Advisory and collaborate frequently with cross-functional teams to drive revenue growth and business value.

What You’ll Do:

• Convert prospects and leads into funded clients through channels like live chat, email, phone, and Zoom calls

• Grow AUM and wallet share of funded clients through tactical outreach across a variety of channels including Zoom, email, SMS, in-app message, and video/audio notes

• Act as your clients’ primary point of contact for all questions and inquiries related to wealth management and advisory

• Educate current and prospective clients about our investment options and how Titan can play a part in their broader portfolio

• Assist in day-to-day operations of client onboarding (video/phone calls), account management, and ongoing advisory services that span topics across investment allocation, cash flow management, retirement planning, and equity compensation. 

• Project-manage investment insights and various content initiatives (investment reports/webinars/strategy deep dives)

• Conduct bespoke portfolio analysis for clients (e.g., investment allocations, transfer options, portfolio perspectives)

• Help us build a best-in-class team and company

Qualifications

• 3+ years of experience in a Wealth Advisory, Asset Management, Wealth Management, Investor Relations, Investment Banking, or other client-facing investment management roles

• Exceptional written and communication skills along with an acute attention to details

• Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.)

• Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars)

• Strong ability to work cross functionally and think creatively to drive product growth

• Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis

• Proficiency with basic financial modeling in Microsoft Excel

• You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly.

• You make things happen. You are scrappy and find ways to overcome roadblocks with workarounds or tradeoffs.

• Series 7, 63 and 65 (or Series 7 and 66) strongly preferred.

• CFP / CFA or other qualified credentials are nice to have, but not required.