Wealth Advisor, SVP
TitanWealth Management company
New York, United StatesDirector
Andreessen Horowitz
General Catalyst
BoxGroup
Sound Ventures
Odell Beckham Jr.
Kevin Durant
Sales & Account Management
About the role
TL;DR
Manage and grow client book, deliver exceptional experiences, and lead client conversations.
- •We are looking for a Wealth Advisor to join our Advisory team.
- •Key Responsibilities Manage and grow your book of clients.
- •Deliver exceptional client experiences.
- •Identify growth opportunities within existing relationships.
- •Lead high-impact client conversations.
- •Requirements 7-8+ 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.) Series 7, 63 and 65 (or Series 7 and 66) required
Required skills
Excel
Nice-to-have skills
Financial Modeling
Domain expertise
fintech
Tech stack
Excel