Job Description

Job Description

Job Posting: Wealth Management Advisor

High Note Wealth, an independent wealth management firm, is seeking a Wealth Management Advisor to partner with us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization! If you have a relentless desire to succeed and share our vision, we would love to hear from you.

High Note Wealth is a registered independent advisory firm focused on working with a select group of successful families and small business owners who recognize the value of financial planning and look to collaborate with a professional advisor. Our team is committed to providing a holistic approach to wealth management that is highly personalized and focused on serving our clients. This begins with understanding our clients’ needs and objectives, then pursuing solutions to ensure we help them achieve their best financial lives. Our team works closely to advise and deliver customized solutions drawn from our deep investment and planning experience, access to a comprehensive array of independent investment solutions, and full suite of services.

As a locally owned and operated firm, we have a powerful sense of personal accountability, integrity, and responsibility to our community and the clients we serve.

Description:

This is a full-time in-person position and office presence is an essential function.

We are seeking an experienced Wealth Management Advisor who will report directly to executive leadership and will work closely with the broader team. The role is responsible for overseeing and implementing the financial planning and wealth management processes for clients of High Note Wealth. This includes deepening client relationships and ensuring that clients receive the ultimate wealth management experience through regular and meaningful engagement.

Primary Responsibilities & Activities:

Lead in the delivery of the High Note Wealth experience for existing and new client relationships. Responsibilities include but are not limited to:

• Interviewing and collaborating with clients to define or confirm their individual objectives and goals.
• Guide clients through a discovery process to gather or update key information on their financial resources, risk tolerance, tax status, insurance and other information needed to develop or maintain their financial plan.
• Recommend strategies clients can implement to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, savings, insurance coverage, and investment planning.
• Execute a tailored service plan for each client to regularly report progress results and gather updates on family, health, career, and changes to their financial resources and objectives.
• Respond same day to client financial related needs and adjust financial plan as necessary, similar to a family CFO.

Collaborate with other advisors and specialists to develop new client relationships. Responsibilities include but are not limited to:

• Present and articulate the High Note Wealth comprehensive client experience to prospective clients.
• Gather and organize all the data from prospective clients needed to analyze their current financial situation and develop an engagement strategy.

Knowledge, Skills & Abilities

• 7+ years of experience in financial planning
• 4-year college degree.
• Certified Financial Planner (CFP) or relevant designations are strongly preferred.
• Previous work experience with a highly experienced investment and planning team.
• Demonstrated ability to build strong relationships and work with diverse personalities.
• A demonstrated commitment to both partnership and teamwork, and an initiative to proactively address all issues as they arise.
• Self-starter with the ability to make business decisions independent of firm leadership.
• Ability to prioritize work schedule and meet deadlines.
• Highly organized with strong attention to detail.
• Strong communication skills, both written and oral.
• Ability to learn and work with various technology platforms.
• Demonstrated problem-solving and decision-making skills.
• PC skills, including knowledge of Microsoft Office Suite, CRM, Zoom, and financial planning software.

Compensation

• Pay is commensurate with experience and work.

Company Description

High Note Wealth is a registered independent advisory firm focused on working with a select group of successful families and small business owners who recognize the value of financial planning and look to collaborate with a professional advisor. Our team is committed to providing a holistic approach to wealth management that is highly personalized and focused on serving our clients. This begins with understanding our clients’ needs and objectives, then pursuing solutions to ensure we help them achieve their best financial lives. Our team works closely to advise and deliver customized solutions drawn from our deep investment and planning experience, access to a comprehensive array of independent investment solutions, and full suite of services.

As a locally owned and operated firm, we have a powerful sense of personal accountability, integrity, and responsibility to our community and the clients we serve.

Company Description

High Note Wealth is a registered independent advisory firm focused on working with a select group of successful families and small business owners who recognize the value of financial planning and look to collaborate with a professional advisor. Our team is committed to providing a holistic approach to wealth management that is highly personalized and focused on serving our clients. This begins with understanding our clients’ needs and objectives, then pursuing solutions to ensure we help them achieve their best financial lives. Our team works closely to advise and deliver customized solutions drawn from our deep investment and planning experience, access to a comprehensive array of independent investment solutions, and full suite of services.\r\n\r\nAs a locally owned and operated firm, we have a powerful sense of personal accountability, integrity, and responsibility to our community and the clients we serve.