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