Lead Advisor

Company Overview:

At Human Investing, we believe financial planning is about more than numbers. It’s about people.
Our mission is to faithfully serve the financial pursuits of all people through tailored advice and authentic
relationships. As an independent, employee-owned financial management company, we’re focused on
delivering the highest standard of care to every client and fostering a collaborative growth-minded
culture for our team. We are always looking for exceptional talent to join us. Our next great teammate
might be you.

Position Overview:

The Lead Advisor serves as the primary point of contact for clients and is resThe Lead Advisor serves as the primary point of contact for clients and is responsible for delivering
exceptional financial planning advice, managing ongoing relationships, and leading a service team that
supports each client’s journey. This role requires strong technical proficiency, leadership capability, and a
deep desire for helping people thrive financially.

A successful Lead Advisor not only provides clear, confident planning advice but also lives out our firm’s
values by mentoring others, contributing to firm strategy, and growing our presence in the community.

Key Responsibilities:

Client Service & Planning
• Serve as the primary relationship manager for a dedicated group of clients.
• Prepare, review, and present comprehensive financial plans tailored to each client’s unique goals.
• Lead the implementation of planning strategies with support from associate advisors and client
service staff.
• Oversee all deliverables to ensure quality, accuracy, and alignment with the Human Investing
experience.
• Maintain ongoing communication with clients to adjust plans and provide clarity during market or life
transitions.
• Managing $750k–$1M+ in annual client revenue (over time)

Leadership & Team Development
• Provide mentorship and oversight to associate advisors and support team members on client work.
• Participate in or lead internal initiatives that improve firm operations, planning capabilities, and
culture.
• Serve on a firm committee (Financial Planning, Investment, Sales) as applicable.
• Collaborate with peers to foster a culture of shared learning and high performance.
Business Development & Thought Leadership
• Engage with clients and Centers of Influence (COIs) to create referral opportunities and grow your
client base.
• Build a defined personal presence within a niche or community that aligns with the firm’s long-term
strategy.
• Contribute to firm thought leadership through writing, speaking, and community engagement.
• Represent Human Investing with integrity in the broader community through volunteering, boards, or
advocacy (encouraged, but not required).

If interested, please view the full job description, attached below, with added qualifications and benefits or visit our website at https://www.humaninvesting.com/careers