The Advisor role is one of support and training in all aspects of working with clients to give advice and deliver solid financial plans. This role will work with and be trained by the team’s Senior Lead Advisor as well as collaborate with the team’s Client Service Administrator. This role is a steppingstone to a Lead Advisor position.

Work Schedule

Monday-Thursday 8:00a-5pm, Friday 8:00am-4pm

• Draft client financial plans by gathering data, modeling, case design, scenario building, plan development and presentations development

• Perform asset allocation analysis necessary for client onboarding & portfolio reviews

• Create custom analysis of financial decisions

• Prepare presentations and other materials necessary for client meetings

• Answer routine client questions and service requests

• Support the Lead/Sr. Lead Advisor with analysis, client service and technical assistance

• Attending client meetings and taking extensive notes

• Learn the technical aspects of the advisor position in preparation of future promotion to service clients independently

• Bachelor’s degree in finance, accounting or related field preferred

• Strong Working knowledge of Excel and other Office applications

• CFP

• Experienced using the various tools of the profession – (i.e. financial planning software, analytical tools, custodian systems)

Salary: $100,000-$140,000 based on experience and references.

• Fully paid medical/dental/vision with company funded H.S.A or HRA 

• Paid time off

• Fully paid Long Term Disability Insurance

• 401k 3% non-elective contribution (we contribute even if you don’t!) 

• Discretionary company bonus

• Discretionary profit-sharing

• Perks like fully stocked kitchen, year-round team building activities 

Interested candidates please submit a cover letter with resume to Jill Novak at jill@humaninvesting.com 

We’re looking for a summer tax intern to join our team for two months in the summer of 2026.

Train and work alongside the Director of Tax and Tax Associate to assist with tax related client work and projects.

• You must be a declared financial services major with a concentration in accounting finishing Junior year by Spring 2026.

• Potential for continued work into the 2026 - 2027 school year.

• Applications open October 1, 2025.

• Send an updated resume and cover letter to Jill Novak at jill@humaninvesting.com.