AI Registered Financial Advisor - Chicago

Human Agency • Chicago, IL

11h • Remote

About The Position

We're launching an AI Resilience Fund, and we need someone who can translate a sophisticated investment thesis into relationships, trust, and assets under management. This isn't about pitching a commodity product to prospects who fit a demographic profile. It's about guiding individuals and families through a once-in-a-generation shift in how wealth, work, and security are structured.
You'll advise clients who know the world is changing but don't know how to position themselves for it. They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them make decisions that protect and grow their wealth in that context.
This role exists because the old playbook is breaking. The fund's thesis demands an advisor who can both grow a book of business and think deeply about what resilience means when the rules are rewriting themselves in real time.

Requirements

• Active RIA (Registered Investment Adviser) 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.
• You genuinely believe AI is reshaping the economy, and you want to help people navigate that transformation. This isn't a marketing angle for you — it's a conviction that informs how you think about risk, opportunity, and what it means to be positioned well.
• You're a builder, not a maintainer. You're energized by the idea of growing something from scratch, not managing a mature book of business that runs on autopilot.
• You think in systems and scenarios, not just products and allocations. You understand that advising well in this environment means thinking about second-order effects, tail risks, and how things interconnect.
• You're comfortable being wrong and updating your views. The world is changing quickly, and the best advisors are the ones who can revise their thinking when new information comes in.
• You respect the responsibility of handling other people's wealth. You take fiduciary duty seriously, and you operate with integrity even when no one is watching.
• Must maintain active RIA or Series 65/66 licensure and comply with all regulatory requirements.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed