The Client Service Administrator (CSA) plays an essential role on our advisor teams. This position maximizes advisors’ time while strengthening the human connection between clients and our firm. The CSA collaborates with a dedicated advisor team, the broader Human Investing team, and external service providers to deliver outstanding client service. The CSA is responsible for administrative tasks associated with serving a focused core group of clients. Initial and ongoing training is provided by the in-office client service team and the Director of Client Service through both in-office and virtual sessions.

• Bachelor's degree

• Minimum 2 years of experience in customer service/support role or demonstrated equivalent

• Excellent verbal and written communication skills

• Proficiency with Office applications and CRM systems

• Comfortable learning and using new technology

• Experienced team player

• Positive attitude and disposition

• Strong curiosity and learning mindset

Salary Range:

Based on experience and skill set: $59,000–$62,000 (based on hourly rate)

Additional salary considerations for those with specific industry experience

Benefits:

• 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 should complete a general application found on our careers page, emailing it with a cover letter, resume, and at least three references to jill@humaninvesting.com. We will contact candidates selected for an initial interview.

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.

• 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.

• 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.

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

• We will be hiring summer interns to join our team from June - August, 2027.

• You must be a declared financial planning major completing Junior year by Spring 2027.

• Potential for continued work into the 2027 - 2028 school year.

• Summer employment at a competitive hourly rate.

• Practical work experience with an independent registered investment advisory team’s varied service offerings.

• Participation in building financial plans from the ground up for real clients.

• Application of classroom knowledge in the real world of investment advice.

• Software training from e-Money and other software the firm utilizes.

• Engagement with our vibrant team and inclusion in planned summer events.

• Applications open October 1st, 2026. Applications close November 27th, 2026.

• Fill out the General Application, include 3 references (professor, coach, mentor, employer) and send with a current resume and cover letter to Jill Novak at jill@humaninvesting.com.