Financial Advisor

Black Walnut Wealth Management - Traverse City Financial Advisor; Traverse City (MI); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance

Company paid long-term disability insurance

Mentorship and learning opportunities

15 PTO days and 8 paid holidays

Job summary

Black Walnut Wealth Management is seeking a Financial Advisor to join our financial advisory firm in Traverse City, MI. The role involves preparing comprehensive financial plans, leading client meetings, and collaborating with internal teams to meet client needs. Candidates should have at least 3 years of experience in financial services and strong communication skills. We offer a starting salary of $80,000 – $110,000, a 401(k) with a company match, health insurance, and professional development opportunities.

Qualifications

• 3 years of experience in financial services.
• Strong desire to work in an ensemble group.
• Excellent communication skills and strong work ethic.
• Independently motivated with strong attention to detail.

Responsibilities

• Prepare financial plans considering clients' preferences and goals.
• Lead client meetings and develop client relationships.
• Collaborate with internal teams for efficiency in client-related activities.
• Maintain accurate client records and manage CRM data.
• Cultivate and maintain strong relationships with clients.
• Identify opportunities for client growth and execute trades.

Skills

Communication skills

Client relationship management

Attention to detail

Motivation

Tools

Wealthscape

Advyzon

Right Capital

Holistiplan

Morningstar

Job description

Black Walnut Wealth Management is seeking a Financial Advisor for our financial planning and investment advisory firm in Traverse City, MI. We take a coordinated approach to wealth management, helping clients with investment, tax and estate planning primarily for individuals nearing retirement or retired. We aim to manage the complexities of our clients’ finances providing peace of mind. Find out more about the firm at blackwalnutwm.com.

We are seeking a Financial Advisor who is passionate about helping others achieve their financial goals. The Financial Advisor will play a key role in proactively taking care of current and future clients to assist them with their long-term financial goals. We provide independent, objective, and unbiased financial counseling to our clients and this position is critical in helping us best serve them.

• Starting salary of $80,000 – $110,000 based on experience and credentials
• 401(k) with 3% company match
• Health insurance
• Company paid long-term disability insurance
• Mentorship and learning opportunities
• Great working environment with professional growth opportunities
• 15 PTO days in the first year and 8 paid holidays off

Primary Responsibilities

• Prepare financial plans for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client’s personal and financial goals.
• Lead client meetings with the plan to take over client relationships over time
• Provide support for the financial planning needs of the firm’s clients (managing partner and own).
• Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client-related activities are executed efficiently and in line with company standards.
• Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery.
• Cultivate and maintain strong relationships with clients.
• Identify opportunities for client growth and new business.
• Execute trades and portfolio rebalancing for client accounts

Qualifications

• 3 years of experience in financial services
• A strong desire to work in an ensemble group.
• Ability to learn new concepts and software packages
• Independently motivated, have excellent communication skills, and have a strong work ethic
• Ability to identify, meet, and follow through with client’s needs and requirementsMust interact effectively with office staff and be a goal-oriented team player
• Strong attention to detail
• Experience with our software is not required but would be a plus: Wealthscape, Advyzon, Right Capital, Holistiplan, Morningstar