Associate Financial Advisor

Black Walnut Wealth Management is seeking an Associate 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.

Benefits:

• Starting salary of $80,000 – $100,000 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 market 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
• Certified Financial Planner (CFP) designation
• 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 requirements
• Must 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

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.