Financial Planner at Titan

New York, New York, United States

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$80,000 – $200,000Compensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, FinTechIndustries

Requirements

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

Responsibilities

Deliver world-class planning: Build modular and comprehensive financial plans covering retirement, tax, cash flow, college planning, RSU and equity comp. 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 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 clients

Skills

Key technologies and capabilities for this role

Financial PlanningWealth ManagementClient AdvisoryAILLMs

Questions & Answers

Common questions about this position

What is the salary range for the Financial Planner role?

The salary range is $80K - $200K.

Is this Financial Planner position remote or onsite?

The position is onsite.

What key responsibilities does the Financial Planner role involve?

The role involves delivering world-class financial plans covering retirement, tax, cash flow, college planning, and equity comp, as well as creating post-call action plans and multiplying advisor capacity through templates and workflows.

What is the company culture like at Titan?

Titan has a vibrant in-person culture with a high-touch team that thrives on working together onsite, including founders in the office every day, and emphasizes disproportionate impact with a small team.

What makes a strong candidate for the Financial Planner position?

A strong candidate is excited about elevating the planning industry, building scalable tech-enabled products at the intersection of financial planning, client education, and systems-building, and has experience working closely with advisors and product/engineering teams.

Titan

Wealth management for high-earning professionals

About Titan

Titan provides wealth management services specifically tailored for high-earning professionals who are making significant impacts in their fields. The firm offers personalized investment advice and brokerage services, ensuring that clients receive tailored financial guidance to meet their unique needs. Titan operates through SEC-registered entities, which adds a layer of trust and security to its services. What sets Titan apart from its competitors is its combination of traditional wealth management practices with innovative member benefits, creating a comprehensive platform that aims to support clients throughout their financial journey. The goal of Titan is to be the ultimate wealth management solution for this generation, allowing clients to focus on their careers and personal lives while ensuring their financial wellbeing.

New York City, New YorkHeadquarters

1981Year Founded

$168.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Work with a passionate, diverse, smart team on a product that helps tens of thousands of people

Backed by top-tier VCs

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 & Wellness stipend

Currently remote-hybrid environment; NYC presence preferred but not mandatory

Work-from-home stipend to optimize your set-up

Risks

Increased competition from fintech startups like Robinhood could dilute Titan's market share.

Reliance on celebrity endorsements may backfire if associated figures face scandals.

Regulatory scrutiny on fintech companies is increasing, raising compliance costs for Titan.

Differentiation

Titan combines traditional wealth management with Silicon Valley innovation.

Titan offers personalized investment advice through SEC-registered entities.

Titan is backed by celebrities and athletes, enhancing its brand visibility.

Upsides

Titan raised $58M in Series B funding led by Andreessen Horowitz.

The rise of personalized financial services aligns with Titan's approach.

Titan can leverage the trend of influencer marketing in the financial sector.

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