Financial Planner

About Titan

Titan is an award-winning wealth manager with a mission to increase our generations 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 theyre 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 well make a legacy-defining impact in growing our generations 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 : Were 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 (youll 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 : Were 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 Titans 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 . Youll 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 youre 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 Youll Do :

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

Key Skills

Estate Law,Trusts,Wealth Management,Financial Services,Financial Concepts,Microsoft Outlook,Microsoft Powerpoint,Securities Law,Financial Analysis,Budgeting,Financial Planning,Wills

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 80 - 200