AI-Driven Wealth Advisor for Resilient Growth

Human Agency; United States; On-site; USD 70,000 - 120,000; Full time

Job summary

Human Agency is seeking a full-time Financial Advisor for its AI Resilience Fund, focused on navigating a shifting economic landscape. Your responsibilities will include client acquisition, developing personalized financial strategies, and collaborating with fund management. Ideal candidates have 5+ years in the financial advisory sector and possess active RIA or Series 65/66 licensure. The role is remote and offers competitive compensation aligned with asset growth and client outcomes.

Qualifications

• Must have an Active RIA or Series 65/66 licensure with a clean regulatory record.
• Proven experience building and growing client relationships.
• 5+ years in wealth management or financial advisory.

Responsibilities

• Acquire and grow assets under management through client relations.
• Develop personalized financial advisory strategies aligned with AI trends.
• Collaborate with fund management for insights and strategy alignment.
• Educate clients on complex financial and technological topics.
• Stay updated on AI developments and market shifts.

Skills

Client relationship building

Financial advisory

Communication skills

Adaptability

AI understanding

Education

Active RIA or Series 65/66 licensure

5+ years of financial advisory experience

Job description

Human Agency is seeking a full-time Financial Advisor for its AI Resilience Fund, focused on navigating a shifting economic landscape. Your responsibilities will include client acquisition, developing personalized financial strategies, and collaborating with fund management. Ideal candidates have 5+ years in the financial advisory sector and possess active RIA or Series 65/66 licensure. The role is remote and offers competitive compensation aligned with asset growth and client outcomes.