Arta Finance
Investment Advisor/Financial Planner
Arta Finance, San Francisco, California, United States, 94199
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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. 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, 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
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®. Able to register as an IAR within the first 3 months of employment if not already registered. Have no disqualifying criminal, regulatory, or securities-related history. Minimum 5 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 a strong plus. Analytical mindset with the ability to take market, economic, and financial data and translate it into actionable client recommendations. Strong ethical judgment, professionalism, and commitment to acting in a fiduciary capacity.Strong understanding of portfolio construction, asset allocation, risk management, and multi-asset investment strategies. Ability to create strong relationships and trust through an online remote environment
What We Offer
A competitive salary and benefits package, with ample opportunities for growth and advancement A vibrant and dynamic work environment where innovation, collaboration, and continuous learning are highly valued The opportunity to work with a diverse and talented team of industry experts, passionate about shaping the future of finance Robust health insurance offering for you and your family High deductible health plan available with health savings account contribution 20 weeks of parental leave 15 days PTO annually
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 Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Arta Finance by 2x Sign in to set job alerts for “Investment Advisor” roles.
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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. 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, 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
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®. Able to register as an IAR within the first 3 months of employment if not already registered. Have no disqualifying criminal, regulatory, or securities-related history. Minimum 5 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 a strong plus. Analytical mindset with the ability to take market, economic, and financial data and translate it into actionable client recommendations. Strong ethical judgment, professionalism, and commitment to acting in a fiduciary capacity.Strong understanding of portfolio construction, asset allocation, risk management, and multi-asset investment strategies. Ability to create strong relationships and trust through an online remote environment
What We Offer
A competitive salary and benefits package, with ample opportunities for growth and advancement A vibrant and dynamic work environment where innovation, collaboration, and continuous learning are highly valued The opportunity to work with a diverse and talented team of industry experts, passionate about shaping the future of finance Robust health insurance offering for you and your family High deductible health plan available with health savings account contribution 20 weeks of parental leave 15 days PTO annually
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 Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Arta Finance by 2x Sign in to set job alerts for “Investment Advisor” roles.
San Francisco, CA $100,000.00-$125,000.00 4 days ago San Francisco, CA $85,000.00-$135,000.00 2 weeks ago Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
San Francisco, CA $130,900.00-$272,300.00 5 days ago San Francisco, CA $90,000.00-$100,000.00 6 days ago Citi Private Bank - Investment Counselor - San Francisco, CA
San Francisco, CA $140,000.00-$160,000.00 5 days ago San Francisco, CA $200,000.00-$400,000.00 8 hours ago San Francisco, CA $70,000.00-$130,000.00 4 months ago San Ramon, CA $90,000.00-$100,000.00 1 week ago Principal, Energy Investment, Blue Owl Digital Infrastructure (BODI)
San Francisco, CA $225,000.00-$300,000.00 18 hours ago Wealth at Work - Investment Counselor - Director
San Francisco, CA $200,000.00-$300,000.00 2 weeks ago Sr. Manager, Strategic Finance - GTM Horizontals
San Francisco, CA $150,000.00-$250,000.00 5 days ago Senior Investment Consultant - Institutional, RIA, and Family Offices (West Coast)
San Francisco, CA $175,000.00-$200,000.00 4 months ago San Francisco, CA $210,000.00-$300,000.00 2 weeks ago San Francisco, CA $190,000.00-$230,000.00 4 days ago San Francisco, CA $135,000.00-$175,000.00 1 month ago San Francisco, CA $240,000.00-$290,000.00 4 days ago Senior Client Development Analyst- Investment Management
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr