Financial Planner

Titan•New York, NY

24d•Onsite

About The Position

Titan is an award-winning wealth manager with a mission to increase our generation’s 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, they’re 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, we’ll make a legacy-defining impact in growing our generation’s 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: We’re 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 (you’ll 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: We’re 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 Titan’s 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. You’ll 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 you’re 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.

Requirements

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.

Nice To Haves

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.

Responsibilities

Deliver world-class planning: Build modular and comprehensive financial plans covering retirement, tax, cash flow, college planning, RSU and equity comp. You’ll 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: codify 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 Titan’s 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 client’s 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.