Careers at Human Investing

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’re looking for a summer tax intern to join our team for two months in the summer of 2027.

• You must be a declared financial services major with a concentration in accounting finishing Junior year by Spring 2026 to Spring 2027.

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

• Summer employment at a competitive hourly rate.

• Training and working alongside the Director of Tax and Tax Associate to assist with tax related client work and projects

• Collaborate with other areas of the firm to gain an understanding of how our tax offering connects with our wealth management offering.

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

• Learn the software tools our tax team utilizes.

• Engagement with our full team in both working projects as well as socially during our hosted summer summer events.

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

• Send an updated 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.

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