Human Agency is a rapidly scaling company focused on integrating AI strategies into financial advisory services. They are seeking a Registered Financial Advisor to guide clients through economic changes driven by AI, offering personalized financial strategies and building trust-based relationships.
Responsibilities:
- Client acquisition and AUM growth. 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
- Personalized financial advisory aligned with the AI resilience thesis. 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
- Collaboration with the fund management team. 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
- Client education and thought leadership. 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
- Continuous learning and market intelligence. 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