Arta Finance

Associate, Client Advisory

Sponsorship not specified$110k-$180kDetected 28 days ago

Machine LearningResearchCFA

About the role

We are looking for a client-centered Director of Client Advisory to join our growing advisory team.

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.
Collaborate with internal stakeholders (operations, compliance, product, research) to support seamless service delivery, streamline processes, and enhance client 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.
You'll support our U.S. clients in developing and executing sophisticated financial plans and constructing portfolios across multiple asset classes.

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.
Analytical mindset with the ability to take market, economic, and financial data and translate it into actionable recommendations.
Strong understanding of portfolio construction, asset allocation, risk management, and multi-asset investment strategies.

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®.
Certifications like CFP or CAIA are a plus.

Minimum 10 years of experience delivering comprehensive financial plans, including retirement planning, wealth accumulation strategies, tax-aware investing, and estate considerations.
Knowledge of life insurance and annuities is a plus.

This listing is sourced directly from Arta Finance's careers page and normalized into a canonical job model.