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Retirement-Focused Wealth Advisor & Client Planner

Job in Traverse City, Grand Traverse County, Michigan, 49685, USA
Listing for: Black Walnut Wealth Management - Traverse City Financial Advisor
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 80000 - 110000 USD Yearly USD 80000.00 110000.00 YEAR
Job Description & How to Apply Below
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.
We would love to welcome a new Retirement-Focused Wealth Advisor & Client Planner to our group in Traverse City, MI, United States. Join Black Walnut Wealth Management - Traverse City Financial Advisor and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you.
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