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Wealth Advisor, SVP at Titan - ApplyBlast

Wealth Advisor, SVP

Titan

7 months ago

4.5 on Glassdoor

New York

Onsite

Full Time

Senior

1 applicant

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About this role

Titan is a wealth management platform that leverages artificial intelligence to democratize personalized financial advice for a broad audience. The company aims to enable wealth advisors to serve clients more effectively through innovative technology, fostering growth and financial literacy.

Skills

Qualifications

Series 7, 63 and 65Series 7 and 66

About Titan

www.titan.com

Headquarters

New York, New York, United States

Company Size

51-200 employees

Founded

2017

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Titan is a modern wealth management platform designed specifically for tech employees, pairing clients with a dedicated human financial advisor. The platform specializes in equity compensation planning, RSU strategy, tax optimization, investment management, and retirement planning. As a registered investment advisor (RIA), Titan focuses on helping clients navigate high-stakes financial decisions such as RSU vesting, liquidity events, and career transitions.