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Wealth Advisor, Associate

Titan· Wealth Management
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New York$95k - $140k + equity + bonusFull-timePosted 11mo ago

About the role

We are looking for a Wealth Advisor to join the Advisory team to bridge Titan’s Investment Management and Product teams, drive a seamless investment experience for clients, and deliver bespoke portfolio insights and guidance.

Responsibilities

  • Manage and grow your book of clients: Take ownership of a portfolio of high-net-worth clients, deepening relationships and increasing Assets Under Management through proactive, value-driven guidance.
  • Deliver exceptional client experiences: Be the trusted advisor clients turn to for financial insights, portfolio strategy, and tailored solutions that align with their goals.
  • Identify growth opportunities within existing relationships: Expand wallet share, cross-sell relevant services, and help clients maximize their investment outcomes.
  • Lead high-impact client conversations: Conduct meetings and presentations that showcase our advisory approach and reinforce client trust.
  • Collaborate with internal teams: Partner with operations, investment strategy, and product specialists to ensure seamless delivery of advice and support.
  • Maintain disciplined account oversight: Track client activity, monitor portfolio performance, and ensure reporting and compliance obligations are met.

Qualifications

  • 4-6+ years of experience in Wealth Advisory, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles
  • Exceptional written and communication skills along with an acute attention to details
  • Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.)
  • 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 and find ways to overcome roadblocks with workarounds or tradeoffs.
  • Series 7, 63 and 65 (or Series 7 and 66) required

Skills

Required:Wealth advisory and client relationship managementAsset allocation and portfolio analysisFinancial modeling in Excel

Benefits

  • Exceptional health & dental coverage for you & your family, with all/majority of the premium covered
  • 401(K) match up to 4% of your salary
  • Flexible PTO & sick days
  • Monthly internet, health & wellness and a one time work-from-home setup stipends
  • Up to 16 weeks of paid leave for new parents
  • Gourmet meals delivered 3 times a week on in-office days
  • Mac / PC laptop provided for all employees
Last updated Jul 22, 2026. Interested? Apply on the company site.
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About Titan

We manage people's wealth

We're a modern wealth manager. There are many solutions out there for how one can invest by themselves (e.g., DIY brokerages like Robinhood). But for those who want to have their money managed, they must turn to high fee, high minimum advisors (e.g., RIAs like Edward Jones). With LLMs, we can now offer personalized wealth management to many more people, more cheaply and with faster service. Our goal is to grow their wealth more than they'd do on their own.

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