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Titan · 1 month ago

Financial Planner

New York, NY

Full-time

Onsite

Mid, Senior Level

$80K/yr - $200K/yr

4+ years exp

Titan is an award-winning wealth manager on a mission to democratize wealth management through technology. The Financial Planner / Senior Financial Planner will build the planning engine behind Titan’s advisory experience, delivering high-quality financial plans and collaborating with advisors and product teams to create scalable solutions.

BankingFinancial ServicesFinTech

Diversity & Inclusion

Responsibilities

Deliver world-class planning: Build modular and comprehensive financial plans covering retirement, tax, cash flow, college planning, RSU and equity comp. You’ll equally create post-call action plans that translate complexity into clear next steps for clients

Multiply advisor capacity: Reduce advisor prep time through templates, workflows, and repeatable analyses while partnering with advisors to structure planning cases and identify opportunities to deepen wallet share

Build the systems that scale planning: Codify the “Titan Planning Standard” and help build the internal knowledge base and training curriculum to help identify which planning workflows should be automated, templatized, or delegated

Educate clients with clarity: Teach current and prospective clients about Titan’s investment options and how they fit into a broader, well-constructed portfolio

Analyze investment strategies with precision: Conduct bespoke portfolio reviews, including allocation analysis, transfer scenarios, and strategic portfolio perspectives tailored to each client’s situation

Collaborate cross-functionally: Partner closely with Investment Research, Growth/Marketing, and Engineering/Product/Design to keep Titan focused on the insights and experiences that matter most to our clients

Qualification

CFP designationFinancial Planning experienceInvestment management principlesMicrosoft ExcelData analysisClient educationCommunication skillsEmotional intelligenceCross-functional collaborationCreative thinking

Required

4-6+ years of experience in an Financial Planning, Wealth Management, Advisory, or other client-facing investment management roles

Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, tax planning, retirement strategies, cash flow modeling, insurance basics, equity comp, and portfolio mechanics, etc.)

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

High EQ and an instinct for the emotional side of financial decisions

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, eager to work in ambiguity, and find ways to overcome roadblocks with workarounds or tradeoffs

Preferred

CFP designation strongly preferred (or progress toward completion)

Series 7, 63 and 65 or 66 preferred, but not required. May gain licenses after start; unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date