Wealth Advisor, VP
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 relationships, delivering exceptional experiences and identifying growth opportunities.
- •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 Collaborate with internal teams Requirements 5-7+ 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 Series 7, 63 and 65 (or Series 7 and 66) required
Required skills
SalesAccount ManagementBusiness DevelopmentRisk ManagementCompliance ManagementFinancial Analysis
Domain expertise
fintech