Director, Client Advisory & Wealth Strategy
Job in
Mountain View, Santa Clara County, California, 94039, USA
Listed on 2026-06-13
Listing for:
Arta Finance
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Manager, Wealth Management
Job Description & How to Apply Below
Arta Finance in Mountain View is seeking a Director of Client Advisory to support U.S. clients in developing sophisticated financial plans and investment strategies. The role requires at least 10 years of experience in financial planning and investment management, accompanied by relevant qualifications such as CFP or CFA.
The compensation package is competitive, ranging from $110,000 to $300,000 depending on level and experience. Join us in shaping a better way to manage financial lives.
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