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 thoughtful advice, authentic relationships, and lifelong partnerships. We’re looking for an Advisor who shares our values and is ready to be a trusted guide for clients while helping shape the future of our firm.

Human Investing is a full-service financial management company co-founded by its current CEO, Dr. Peter Fisher. Human Investing’s mission is to “faithfully serve the financial pursuits of all people.” Human Investing has been serving clients as a fiduciary since 2004. Check out our team and all our offerings here:

https://www.humaninvesting.com/

Position Overview:

The Advisor role is one of support and training in all aspects of working with clients to give advice and deliver solid financial plans. This role will work with and be trained by the team’s Senior Lead Advisor as well as to collaborate with the team’s Client Service Administrator. This role is a steppingstone to a Lead Advisor position.

Responsibilities:

• Draft client financial plans by gathering data, modeling, case design, scenario building, plan development and presentations development
• Perform asset allocation analysis necessary for client onboarding & portfolio reviews
• Create custom analysis of financial decisions
• Prepare presentations and other materials necessary for client meetings
• Answer routine client questions and service requests
• Support the Lead/Sr. Lead Advisor with analysis, client service and technical assistance
• Attending client meetings and taking extensive notes
• Learn the technical aspects of the advisor position in preparation of future promotion to service clients independently
• Specific analytical responsibilities may include:
  • Analyzing client information and preparing reports and presentations
  • Analyzing asset allocation for lead advisor decision-making process
  • Mastering the financial planning process
  • Expert user of all the technology utilized by the firm
  • Creating custom spreadsheets for analyzing purchase decisions or planning scenarios (if outside of planning tool)
• Specific client service responsibilities may include:
  • • Answering basic questions for clients (license may be required for some)
    • Showing clients how to access their accounts and read statements
    • Handling requests for transfers of funds in and out of accounts
    • Filling out necessary forms for opening or maintaining accounts (if not performed by as CSA)
    • Interfacing with the custodian to obtain information, account data and convey service requests
    • Maintain information in the CRM system
    • Set up and retrieve reports in the portfolio management system
    • Acting as backup for team’s client service administrators as needed

• Other responsibilities as assigned by the Lead Advisor
  • Team projects
  • Serve on a company initiative committee when asked

Skills Required:

• Creative thinking
• Strong verbal and written communication
• Team player
• Attention to detail
• Ease of use of software/technology
• Able to work to goals and deadlines
• Strength in working with numbers and financial industry concepts

Additional Skills, Competencies & Traits Necessary:

• Personal integrity
• Professional, friendly demeanor
• Reliable
• Attention to detail
• Analytical
• Organized
• Good problem solver
• Adaptable to change and open to new ideas
• Willingness to take initiative
• Successful at following-through on tasks and projects
• Desire to learn
• Kind
• Experience with prioritizing work and working to deadlines

Qualifications:

• Bachelor’s degree in finance, accounting or related field preferred
• Strong Working knowledge of Excel and other Office applications
• CFP
• Experienced using the various tools of the profession – (i.e. financial planning software, analytical tools, custodian systems)

Benefits:

• Fully paid dental + vision insurance
• CE costs covered
• Fully paid medical insurance + Funded H.S.A or HRA
• Paid time off
• Fully paid Long Term Disability Insurance
• 3% non-elective 401(k) contribution
• Discretionary Profit Sharing
• Discretionary company bonus program

Salary Range:

$100k - $140k based on experience and references

Work Schedule:

Mon-Thursday 8:00a-5p, Friday 8:00-4p