Position Overview:The Lead Advisor serves as the primary point of contact for clients and is responsible for delivering exceptional financial planning advice, managing ongoing relationships, and leading a service team 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 Lead 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. Company Overview:At Human Investing, we believe financial planning is about mo