Senior Investment Advisor

Arta FinanceBay Area

On-site Full-time $110K/yr - $230K/yr

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Experience Level

Senior

Qualifications

QualificationsWe are looking for candidates with a proven track record in investment advisory roles, preferably with a minimum of 5-7 years of experience in financial planning and portfolio management. A strong understanding of various asset classes and investment strategies is essential. Candidates should hold a Bachelor’s degree in Finance, Economics, or related fields, and possess relevant certifications such as CFA or CFP. Excellent communication and interpersonal skills are crucial for building client relationships and effectively conveying complex financial concepts.

About the job

Role overview

The Senior Investment Advisor position is based in the Bay Area and centers on guiding U. S. clients through complex financial planning. This advisor works directly with clients to design and implement multi-asset portfolios, develop tailored financial strategies, and support clients at each stage of their financial journey. Close collaboration with product specialists and other internal teams is essential for delivering effective portfolio solutions.

What you will do

Meet with clients to understand their financial goals, risk preferences, investment timelines, tax situations, and overall financial picture.
Design personalized strategies and portfolios across equities, fixed income, alternatives, and structured products to fit client objectives.
Oversee client portfolios by executing investment strategies, monitoring performance, and conducting regular reviews to ensure alignment with goals.
Explain investment options, asset allocation, portfolio risks, performance measures, and market outlooks. Prepare market and investment materials as needed.
Build and maintain strong client relationships through regular meetings, timely responses, and attentive service.
Stay informed about capital market trends, economic developments, regulatory changes, new investment products, and competitor offerings to provide relevant advice.
Ensure all advisory work complies with regulatory standards and fiduciary responsibilities.
Collaborate with internal teams in operations, compliance, product, and research to deliver seamless service and enhance the client experience.
Stay current on product offerings and participate in ongoing training.

About Arta Finance

Arta Finance is a trailblazer in the financial technology landscape, dedicated to enhancing financial management through innovative solutions and technology-driven insights. We believe in making finance accessible and engaging for everyone, ensuring our clients can achieve their financial goals with confidence.

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Full-time|On-site|Europe

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Jul 28, 2025

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Full-time|On-site|San Francisco, CA - US

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Apr 24, 2026

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Investment Associate - Equity Team at BITKRAFT Ventures

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Full-time|Remote|Remote

BITKRAFT Ventures BITKRAFT Ventures stands at the forefront of early-stage investments, specializing in the dynamic realms of gaming, Web3, and immersive technologies. With over $1 billion in assets under management and a portfolio of more than 130 innovative companies, we are committed to empowering visionary founders who are shaping the future of interactive entertainment and digital economies. As a diverse and globally distributed team, we share a unified mission: to discover and nurture groundbreaking startups that will redefine virtual worlds, economies, and experiences. Our focus on early-stage investments enables us to drive the convergence of physical and digital realities, a concept we refer to as Synthetic Reality. We are eager to connect with candidates who are enthusiastic about influencing the future of gaming and immersive technologies and are ready to become part of our vibrant and fast-growing team. THE OPPORTUNITY Venture Capital Transactions and Deal Flow: In this role, you will actively engage with the deal team to evaluate investment opportunities by meticulously assessing founder teams, strategic alignment with BITKRAFT, market potential, competitive landscape, product KPIs, and customer feedback. Your diligence will be supported by your industry network of contacts, experts, and venture investors. You will develop models and documentation to substantiate your findings and collaborate with BITKRAFT’s Partners to finalize investment decisions. Portfolio Management: You will oversee and contribute to BITKRAFT’s portfolio management efforts, including monitoring KPIs, tracking business plans, evaluating fundraising initiatives, analyzing monthly financial reports, and reviewing strategic plans to identify areas where BITKRAFT can provide support. Deal Origination: You will cultivate robust relationships within the startup and venture capital ecosystem, acting as an ambassador for BITKRAFT. This involves identifying new investment prospects as part of our deal flow and leveraging your network to discover exceptional founding teams. Market Trends and Research: You will independently develop expertise in emerging sectors, uncover promising business models, and propose your own investment theses.

Jul 28, 2025

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