Director, Client Advisory

Arta Finance•Mountain View, CA

23h•$110,000 - $300,000•Remote

About The Position

At Arta Finance, we are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives. The future of finance is technology—relentlessly user-focused, elegant, and bordering-on-magical. We apply deep tech to help people enjoy more successful financial lives—and we believe we can have fun doing it. If you’ve ever wondered whether your money is working as hard as you are, or thought there must be a better way to pursue your financial goals, we want to hear from you. We are looking for a client-centered Director of Client Advisory to join our growing advisory team. You’ll support our U.S. clients in developing and executing sophisticated financial plans and constructing portfolios across multiple asset classes. You will partner directly with members to understand their goals, design tailored strategies, manage implementation, and monitor performance. You will partner closely with other product experts to design the right portfolio for members.

Requirements

Minimum 10 years of experience delivering comprehensive financial plans, including retirement planning, wealth accumulation strategies, tax-aware investing, and estate considerations.
Hold the necessary securities qualifications for Investment Adviser Representative (IAR) registration — such as Series 65, Series 7 + Series 66, or an approved designation like CFP®, CFA®, or ChFC®.
You are highly hands-on and thrive in a fast-paced environment where wearing multiple hats is the norm. You know when to roll up your sleeves and solve problems directly, and when to leverage the expertise of others. Above all, you are committed to delivering exceptional, end-to-end outcomes for clients and ensuring a best-in-class wealth management experience.
Experience partnering cross-functionally to develop scalable investment planning frameworks; comfortable serving as a subject matter expert to external partners and translating sophisticated advisory methodologies into repeatable, automated workflows.
Have no disqualifying criminal, regulatory, or securities-related history.
Analytical mindset with the ability to take market, economic, and financial data and translate it into actionable recommendations.
Strong ethical judgment, professionalism, and commitment to acting in a fiduciary capacity.
Strong understanding of portfolio construction, asset allocation, risk management, and multi-asset investment strategies.
Ability to create strong relationships and trust through an online remote environment

Nice To Haves

Knowledge of life insurance and annuities is a plus.
Certifications like CFP or CAIA are a plus.

Responsibilities

Develop tailored financial plans and multi-asset portfolio construction strategies aligned with client objectives
Systematize model portfolios and financial planning workflows in cooperation with engineering and product teams to provide a scalable solution to Arta's external partners
Manage clients’ portfolios, including implementation and execution of investment strategies, ongoing monitoring, periodic reviews, and adjustments as needed to meet plan goals.
Educate clients on investment options, asset allocation, portfolio risks, performance, and market outlooks. Develop market and investment content.
Stay current with capital markets trends, economic developments, regulatory changes, investment product innovations, and competitor offerings to provide informed recommendations.
Ensure all advisory activities comply with relevant regulatory requirements and uphold fiduciary standards
Collaborate with internal stakeholders (operations, compliance, product, research) to support seamless service delivery, streamline processes, and enhance client experience.
Have a deep understanding of Arta’s offering and tools, while staying up to date on our training