AI-Driven Wealth Advisor for Resilient Growth

Human Agency; United States; On-site; USD 80,000 - 120,000; Full time

Job summary

Human Agency is seeking an experienced financial advisor focused on AI resilience to help individuals navigate the changing world of wealth and security. This full-time remote role, available to candidates based in the United States, emphasizes client acquisition and the ability to develop personalized financial strategies. Candidates should have over 5 years of advisory experience, an active RIA or Series 65/66 licensure, and excellent communication skills. Competitive compensation is aligned with client outcomes.

Qualifications

• 5+ years of experience in financial advisory, wealth management, or related fields.
• Proven ability to acquire and grow client relationships.
• Clean regulatory record with ethical client-first practice.

Responsibilities

• Build and expand relationships with individuals and families.
• Develop strategies that account for economic restructuring.
• Work closely with investment leadership to refine the thesis.
• Educate clients on AI and economic shifts.
• Stay current on AI developments and regulatory shifts.

Skills

Client acquisition

Financial advisory experience

Strong communication skills

Systems thinking

Fiduciary responsibility

Education

Active RIA or Series 65/66 licensure

Job description

Human Agency is seeking an experienced financial advisor focused on AI resilience to help individuals navigate the changing world of wealth and security. This full-time remote role, available to candidates based in the United States, emphasizes client acquisition and the ability to develop personalized financial strategies. Candidates should have over 5 years of advisory experience, an active RIA or Series 65/66 licensure, and excellent communication skills. Competitive compensation is aligned with client outcomes.