Full-Time

Registered Financial Advisor

San Francisco

Human Agency

Human Agency

11-50 employees

Full-service creative agency delivering AI-driven services

No salary listed

San Francisco, CA, USA

Remote

Category
Finance & Banking (1)
Requirements
  • Active Registered Investment Adviser (RIA) or Series 65/66 licensure required, with a clean regulatory record and a track record of ethical, client-first practice.
  • Proven ability to acquire and grow client relationships. You''ve built a book of business before, and you know how to earn trust, deliver value, and turn prospects into long-term clients.
  • 5+ years of experience in financial advisory, wealth management, or a related field where you''ve advised individuals or families on portfolio construction, risk management, and financial strategy.
  • Comfort operating in ambiguous, evolving domains. You don''t need a playbook handed to you — you can think independently, synthesize information, and make sound recommendations even when the landscape is shifting.
  • Strong written and verbal communication skills. You can explain complex ideas clearly, tailor your message to different audiences, and build confidence through how you show up and what you say.
Responsibilities
  • Client acquisition and AUM growth. 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.
  • Personalized financial advisory aligned with the AI resilience thesis. 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.
  • Collaboration with the fund management team. 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.
  • Client education and thought leadership. 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.
  • Continuous learning and market intelligence. 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.

Human Agency is a full-service creative agency that combines marketing, technology, and business operations to help a range of clients—from startups to large corporations—achieve their goals. The company uses AI to boost human potential, enhancing marketing, product development, and operational effectiveness. It works by offering customized services such as web and mobile development, marketing campaigns, and business consulting, and also participates in venture investments by funding and supporting founders who are changing the world. Unlike firms that focus on a single discipline, Human Agency provides a holistic suite of services and revenue streams: service fees for projects and ongoing engagements, plus returns from its investments in startups. The company’s goal is to help clients grow and compete more effectively by integrating AI-enabled solutions with practical business strategies, while also backing entrepreneurs who aim to create meaningful impact.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

St. Louis, Missouri

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • AI-driven services command premium pricing as enterprises prioritize efficiency and competitive advantage.
  • Portfolio companies become captive clients, creating recurring revenue and cross-selling opportunities.
  • Venture arm generates outsized returns if portfolio companies exit successfully, offsetting service revenue volatility.

What critics are saying

  • Name confusion with 4,411+ nonprofits named Human Service Agency blocks organic search visibility.
  • WPP's Hogarth AI platform delivers campaigns 30% cheaper, commoditizing boutique AI creative services.
  • 65% of AI startups fail post-2024; portfolio losses erode credibility and investment returns.

What makes Human Agency unique

  • Combines creative services with venture capital, funding founders while serving as their marketing partner.
  • Leverages AI across full service stack: development, strategy, operations, and investment decision-making.
  • Holistic approach tailors marketing, technology, and business operations to client needs simultaneously.

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Benefits

Remote Work Options

Performance Bonus