Founding Client Development Advisor

📋 Description

• Run daily discovery and intro calls with warm inbound leads.
• Re-engage and nurture prospects with structured follow-ups.
• Maintain CRM hygiene: stage progression, logging, notes, forecasts.
• Lead consultative Zoom calls to understand goals and qualify fit.
• Present Titan's wealth strategies and advisory services to clients.
• Handle objections, close deals, and shepherd transfers (ACATs/rollovers/ACH).

🎯 Requirements

• 3+ years of full-cycle consultative sales experience with closing.
• Series 65 (or SIE/Series 7 + 66 equivalent) required.
• Bachelor's degree or equivalent practical experience.
• Proven track record of meeting or exceeding conversion and revenue targets.
• Strong discovery and qualification instincts.
• CRM fluency and pipeline discipline; hygiene is non-negotiable.

🎁 Benefits

• Competitive equity and compensation
• High autonomy and impact
• World-class backing by investors
• Opportunity to shape Titan's early sales strategy