Director of Client Advisory: Wealth & Portfolio Strategy
Arta Finance
Arta Finance in Mountain View, California is seeking a Director of Client Advisory to support U.S. clients in developing sophisticated financial plans. This role involves managing client portfolios and collaborating with product experts to design tailored strategies. The ideal candidate will have a minimum of 10 years of experience in financial planning, hold relevant certifications, and be a proactive problem-solver. Competitive compensation includes equity, based on skills and market benchmarks. #J-18808-Ljbffr Arta Finance
Vacancy posted 4 days ago
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