Founding Client Development Advisor

Join Titan, a fast-growing fintech company, as a Founding Client Development Advisor. In this high-autonomy role, you will own the entire client journey from initial conversation to funding, working with warm inbound leads and driving account transfers to completion. You will also maintain strict CRM hygiene, present Titan's wealth strategies, handle objections, and execute a documented handoff to the Wealth Advisory team. This position offers exceptional benefits, including health coverage, a 401(k) match, flexible PTO, and more.

• Posséder l'ensemble du parcours client, de la première conversation à la clôture, en passant par la qualification et la présentation des produits.
• Gérer un pipeline de prospects chauds, en réengageant et en nourrissant ceux qui n'ont pas pris de mesures.
• Maintenir une hygiène stricte du CRM, en assurant la progression des étapes, la journalisation des activités et des prévisions précises.
• CRM fluency and pipeline discipline; hygiene is not negotiable
• Series 65 (or SIE/Series 7 + 66 equivalent) required
• Clear, confident communication - comfortable discussing markets, portfolios, and financial concepts by phone and video
• A demonstrable track record of meeting or exceeding conversion and revenue targets
• Strong discovery and qualification instincts: you ask sharp questions and listen before you pitch
• Bachelor’s degree or equivalent practical experience
• 3+ years of full-cycle consultative sales experience - you have been held accountable to closing new business, not just setting meetings
• Drive and resilience. We can teach product and process; we can't teach hunger