AI-Driven Wealth Advisor for Resilient Growth

Human Agency; United States; On-site; USD 75,000 - 100,000; Full time

Job summary

Human Agency is seeking a full-time Advisor to guide clients in navigating AI-driven economic changes. The ideal candidate will have at least 5 years of experience in financial advisory, with proven skills in client acquisition and ethical practice. This remote position requires an active RIA or Series 65/66 license. You will collaborate with the fund management team to develop strategies that reflect both sound financial principles and insights from AI developments. The role offers competitive compensation aligned with client outcomes.

Qualifications

• 5+ years in financial advisory, wealth management, or related field.
• Proven ability to acquire and grow client relationships.
• Strong written and verbal communication skills.

Responsibilities

• Build and expand relationships for client acquisition.
• Develop strategies for personalized financial advisory.
• Collaborate with fund management on client insights.
• Educate clients about AI, tech, and economic trends.
• Stay current on AI developments and emerging risks.

Skills

Client acquisition

Financial advisory

Strong communication skills

Ethics and fiduciary duty

Education

Active RIA or Series 65/66 licensure

Job description

Human Agency is seeking a full-time Advisor to guide clients in navigating AI-driven economic changes. The ideal candidate will have at least 5 years of experience in financial advisory, with proven skills in client acquisition and ethical practice. This remote position requires an active RIA or Series 65/66 license. You will collaborate with the fund management team to develop strategies that reflect both sound financial principles and insights from AI developments. The role offers competitive compensation aligned with client outcomes.