About this role
AI Registered Financial Advisor at Human Agency. Location: United States. Role: Acquire clients, Grow assets, Advise clients Requirements: Active RIA or Series 65/66 licensure with a strong client-centric track record; 5+ years in financial advisory; fiduciary mindset; excellent communication. Category: Finance and Accounting Seniority: Mid Level Tools: Financial Planning Software, CRM, Portfolio Analytics Certifications: ria, series 65, series 66 Commitment: Full Time Workplace: Remote Languages: English