Senior Wealth Advisor — AI-Driven Wealth Management Leader

Titan; New York (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive cash compensation

Above-market equity packages

High-touch in-person culture

Job summary

A forward-thinking wealth management company based in New York is seeking a Senior Wealth Advisor. The ideal candidate will have 4-6+ years of experience in wealth management and will be responsible for client communication and investment consultations. This role offers a unique opportunity to influence investment outcomes and enhance client relationships in a collaborative high-touch environment. The company provides competitive compensation and is backed by esteemed investors.

Qualifications

• 4-6+ years of experience in Wealth Advisory or similar roles.
• Exceptional written and verbal communication skills.
• Ability to handle client inquiries regarding investments.

Responsibilities

• Act as primary contact for client investment inquiries.
• Educate clients on investment options and how to utilize Titan's services.
• Collaborate with cross-functional teams to enhance client experience.

Skills

Wealth Advisory

Client Communication

Investment Management

Creative Problem Solving

Financial Modeling

Tools

Microsoft Excel

Job description

A forward-thinking wealth management company based in New York is seeking a Senior Wealth Advisor. The ideal candidate will have 4-6+ years of experience in wealth management and will be responsible for client communication and investment consultations. This role offers a unique opportunity to influence investment outcomes and enhance client relationships in a collaborative high-touch environment. The company provides competitive compensation and is backed by esteemed investors.