Director, Client Advisory

Arta Finance

Director of Client Advisory developing tailored financial plans and managing client portfolios for Arta Finance. Collaborating with engineering and product teams to enhance service delivery and compliance.

Posted 6/4/2026full-timeRemote • 🇺🇸 United StatesLead💰 $110,000 - $300,000 per yearWebsite

About the role

Key responsibilities & impact

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
Manage clients’ portfolios
Educate clients on investment options, asset allocation, portfolio risks, performance, and market outlooks
Stay current with capital markets trends and ensure compliance with relevant regulatory requirements
Collaborate with internal stakeholders to enhance client experience

Requirements

What you’ll need

Minimum 10 years of experience delivering comprehensive financial plans
Hold necessary securities qualifications for Investment Adviser Representative registration
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
Ability to create strong relationships and trust through an online remote environment

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningportfolio constructionasset allocationrisk managementmarket analysisdata analysisinvestment strategies

Soft Skills

analytical mindsetethical judgmentprofessionalismrelationship buildingtrustworthinesscommunication

Certifications

Investment Adviser Representative registrationsecurities qualifications