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 Financial Planner / Senior Financial Planner to help build the planning engine behind Titan’s advisory experience. This person will deliver high-quality financial plans, support advisors in complex client conversations, and help transform planning into a scalable, tech-enabled product.This role sits at the intersection of financial planning, client education, and systems-building. You’ll work closely with our Director of Wealth Advisory, all client-facing advisors, and product/engineering teams to turn individual plans into workflows, templates, and tools that can scale to tens of thousands of households.If you’re excited about elevating the planning industry, building something category-defining, and shaping how financial advice is delivered for the next 50 years, this is the role.
What You’ll Do:
- 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.
Qualifications
- 4-6+ years of experience in an Financial Planning, Wealth Management, Advisory, or other client-facing investment management roles
- CFP designation strongly preferred (or progress toward completion)
- 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.
- 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.
Compensation Range: $80K - $200K
