About this role
Director, Client Advisory at Arta Finance. Location: Mountain View or United States. Role: developing plans, managing portfolios, systematizing workflows Requirements: 10+ years delivering comprehensive financial plans; required securities qualifications (Series 65 or Series 7+66 or approved designation like CFP/CFA/ChFC); B2B advisory experience, fiduciary standards, strong analytical and communication skills. Category: Finance and Accounting Seniority: Senior Level Certifications: iar, series 65, series 7, series 66, cfp, cfa, chfc, caia Commitment: Full Time Workplace: Remote Languages: English