Note: The job is a remote job and is open to candidates in USA. Human Agency is a rapidly scaling company seeking to launch an AI Resilience Fund. The Registered Financial Advisor will be responsible for client acquisition, personalized financial advisory, and collaboration with the fund management team to guide clients through economic restructuring influenced by AI.
Responsibilities
- You build and expand relationships with individuals and families who need thoughtful guidance in a world being reshaped by AI. You're accountable for bringing in assets and growing the fund through trust, insight, and real results
- You develop strategies that account for disruption scenarios, economic restructuring, and long-term positioning in an AI-driven economy. Every recommendation reflects both sound financial principles and a clear-eyed view of what's coming
- You work closely with investment leadership to refine the thesis, translate macro trends into client-facing insights, and ensure the advice you give is grounded in the fund's strategy and performance
- You help clients understand not just what to do, but why. You translate complex ideas about AI, technology policy, labor markets, and capital flows into clarity and confidence
- You stay current on AI developments, regulatory shifts, economic indicators, and emerging risks. You bring that knowledge into every client conversation and feed it back into the firm's strategic thinking
Skills
- Active RIA (Registered Investment Adviser) or Series 65/66 licensure required, with a clean regulatory record and a track record of ethical, client-first practice
- Proven ability to acquire and grow client relationships. You've built a book of business before, and you know how to earn trust, deliver value, and turn prospects into long-term clients
- 5+ years of experience in financial advisory, wealth management, or a related field where you've advised individuals or families on portfolio construction, risk management, and financial strategy
- Comfort operating in ambiguous, evolving domains. You don't need a playbook handed to you — you can think independently, synthesize information, and make sound recommendations even when the landscape is shifting
- Strong written and verbal communication skills. You can explain complex ideas clearly, tailor your message to different audiences, and build confidence through how you show up and what you say
Benefits
- Remote position open to candidates based in the United States.
- Occasional travel required for client meetings, team offsites, and industry events.
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