Financial Planner

Titan

4 months ago

4.5 on Glassdoor

New York, NY

Onsite

Full Time

Senior

1 applicant

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About this role

A Financial Planner at Titan is responsible for developing comprehensive financial plans that encompass various aspects such as retirement, tax, and cash flow, while also creating actionable post-call steps for clients. This role involves enhancing advisor efficiency through the creation of templates and workflows to streamline planning processes, as well as collaborating with cross-functional teams to build scalable planning systems. The ideal candidate has significant experience in financial planning or wealth management, strong communication skills, and a commitment to client education and support.

Skills

Qualifications

CFP designation strongly preferred (or progress toward completion)Series 7, 63 and 65 or 66 preferred, but not required

About Titan

www.titan.com

Titan is a modern registered investment advisor (RIA) designed specifically for high-earning professionals. It provides a comprehensive platform that helps users manage their investing, taxes, retirement, and more, all in one place. With a focus on streamlined financial management, Titan aims to simplify the complexities of wealth management for its clients, ensuring they maximize their financial potential. The company leverages technology and personalized advice to empower users in achieving their financial goals.