Advisor

Human Investing, founded in 2004, operates under a fiduciary standard, meaning the firm is legally and ethically committed to putting client interests first. The company avoids sales pressures, commissions, and unrealistic promises, focusing instead on transparency and integrity. Human Investing recognizes that money affects all areas of life and employs a team of credentialed financial experts who collaborate to support clients’ goals. The firm serves individuals, families, and companies that value honesty, long-term relationships, and thoughtful financial guidance.

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.

Qualifications:

• 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 & Capabilities:

• 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.

Salary Range:

$100k - $125k based on experience and credentials.

Benefits:

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

Qualified candidates please fill out the employment application submitting it with a current resume and cover letter to Jill Novak at jill@humaninvesting.com.