Investment Advisor/Financial Planner

Arta Finance(2 months ago)

RemoteFull TimeSenior$131,561 - $176,114 (estimated)Investment, BD, Sales and Partnerships

About this role

An Investment Advisor at Arta Finance is responsible for developing and executing tailored financial plans and multi-asset portfolios for U.S. clients, with a focus on their individual financial goals and risk tolerances. This role involves direct client engagement, portfolio management, ongoing performance monitoring, and the collaboration with internal teams to ensure seamless service delivery. Additionally, the Investment Advisor must stay informed on market trends and regulatory requirements while providing education and insights to clients about investment options and strategies.

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Required Skills

Client Meetings
Financial Planning
Portfolio Construction
Investment Management
Client Education
Relationship Building
Capital Markets Knowledge
Regulatory Compliance
Collaboration
Product Knowledge

+6 more

Qualifications

Series 65
Series 7 + Series 66
CFP®
CFA®
ChFC®

About Arta Finance

artafinance.com

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