Investment Advisor / Financial Planner

Investment Advisor

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, and overall financial situation.
• Develop tailored financial plans and multi-asset portfolio construction strategies (including equities, fixed income, alternatives, structured products) aligned with client objectives
• 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.
• Build relationships with members : Build and maintain strong member relationships through meetings, answering messages, providing exceptional service, and addressing their financial concerns
• 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.
• Product Knowledge and Training : Have a deep understanding of Arta's offering and tools, while staying up to date on our training

Who You Are

What We Offer

Arta's Compensation Philosophy

We determine your salary based on factors including your interview performance, job-related skills, experience, and relevant education or training. Our offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). If you are presented with an offer, we will review the base salary, benefits, number of options, notional option value and strike price. We would like to know if you accept our offer within 7 days. Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation. IC I : $110,000-$180,000 IC II : $160,000-$230,000 IC III : $180,000-$300,000