Advisor

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 Advisor serves as the primary point of contact for clients and is responsible for delivering exceptional
financial planning advice and managing ongoing relationships within a team environment 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 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.
• Working alongside the team’s Lead Advisor implementing the planning strategies with support from
associate advisors and client service staff.
• Assist in overseeing the 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 $750–$2M+ 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, Investments, Business Development) 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).

Qualifications:
Minimum Requirements
• Bachelor’s degree in finance, accounting, or a related field (preferred)
• 5–7+ years of experience as a financial advisor or comparable client advisory role
• CFP® designation
• Series 65 license (or ability to obtain quickly)
• Clean industry compliance record
• Demonstrated expertise in estate, tax, retirement, insurance, investment, and cash flow planning

Skills & Personal Attributes – Your give:
• High personal and professional integrity
• Clear communicator who can lead complex client conversations with empathy and confidence
• Strong organizational and leadership skills
• Ability to manage multiple projects and deadlines in a fast-paced environment
• Passion for continuous learning and improvement
• Emotionally intelligent and service-minded
• Collaborative team player who contributes to a positive, growth-oriented culture

Why Join Us – Our Give
• A values-driven culture committed to professional and personal growth
• A collaborative team environment with mentorship and peer support
• Opportunities to grow a client base within a proven planning process
• Leadership development pathways as our firm continues to grow
• Flexibility, generous benefits, and meaningful work

 Our Benefits –
o Competitive salary using industry benchmarks
o Fully paid medical/dental/vision with company funded H.S.A or HRA
o Paid time off
o 401k 3% non-elective contribution (we contribute even if you don’t!)
o Discretionary company bonus and profit-sharing contribution
o Perks like fully stocked kitchen, year-round team building activities
• Salary Range – $100k - $125k based on experience and credentials

How to Apply:
Interested candidates please fill out the employment application submitting it with a current resume and
cover letter to Jill Novak at [email protected]
Human Investing is an equal opportunity employer. All applicants will be considered for employment
without attention to race, color, religion, sex, sexual orientation, gender identity, national origin,
veteran or disability status.