Titan

Wealth Advisor, VP

Titan

18 hours ago
New York
Onsite
Full Time
Senior
0 applicants
Titan
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About this role

Titan is a wealth management platform that aims to democratize personalized investment advice using frontier technologies like AI. They are looking for a Wealth Advisor to manage client relationships, provide financial insights, and collaborate cross-functionally to enhance investment experiences.

Skills

Qualifications

Series 7Series 63Series 65
Titan

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.

About Titan

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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