Retirement-Focused Wealth Advisor & Client Planner

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 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.