Investment Advisor/Financial Planner

Job description

About Arta 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. The Role: We are looking for a client-centred Investment Advisor 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. What You Will Do: Meet with clients to understand their financial goals, risk tolerance, investment horizon, tax and estate considerations, a...