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Titan · 1 day ago

Senior Wealth Advisor

New York

Full-time

Onsite

Mid, Senior Level

$80K/yr - $200K/yr

4+ years exp

Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. They are seeking a Senior Wealth Advisor to join their Advisory team, where the role involves engaging clients, conducting portfolio analysis, and collaborating with various teams to enhance the investment management experience.

BankingFinancial ServicesFinTech

Diversity & Inclusion

Responsibilities

Act as a primary point of contact for investment-related inquiries via a variety of channels; including email, phone and video

Grow and design systems that are meant to drive positive impact across our business: referrals, AUM growth, and insane user delight

Design and reimagine the end to end wealth management experience: how our clients meet and grow with us will be up to you

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

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

Collaborate with other Titans (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to ensure our business is focused on what matters most

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

Qualification

Wealth AdvisoryInvestment ManagementClient CommunicationFinancial ModelingData AnalysisAsset AllocationScrappy Problem SolvingInvestment PrinciplesWebinar PresentationClient InteractionLicensing Series 7Licensing 63Licensing 65Cross-functional CollaborationAttention to DetailCreative Thinking

Required

4-6+ years of experience in Wealth Advisory, Asset Management, Wealth Management, 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

Preferred

Series 7, 63 and 65 (or Series 7 and 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