About the Company
Blue Chip Partners is an independent Registered Investment Advisor headquartered in Farmington Hills, Michigan. With 36 team members and more than $2 billion in assets under management, we provide comprehensive wealth management services to successful individuals, families, and executives. We have been recognized multiple times as a Best Place to Work and are committed to developing the next generation of financial advisors through mentorship, professional development, and a collaborative team environment.
About the Role
We are seeking an ambitious, client-focused Associate Financial Advisor to join our growing team. This position is designed for recent graduates and early-career professionals who aspire to become trusted financial advisors. If you are looking for a firm that will invest in your professional development, provide meaningful client exposure, and support your pursuit of the CFP® designation, we encourage you to apply.
Responsibilities
Client Relationship Support
- Assist advisors in preparing for client meetings
- Participate in client meetings and document key action items
- Help coordinate client service requests and follow-up activities
- Support client onboarding and account opening processes
- Deliver an exceptional client experience through timely and professional communication
Financial Planning
- Gather and organize client financial information
- Assist in developing comprehensive financial plans
- Analyze retirement, cash flow, tax, insurance, estate, and education planning strategies
- Maintain financial planning software and client records
- Monitor client progress toward financial goals
Investment Analysis
- Assist with portfolio reviews and investment reporting
- Support portfolio monitoring and rebalancing activities
- Prepare materials used in client investment discussions
Professional Growth
- Work alongside experienced advisors and firm leadership
- Participate in internal training and development opportunities
- Gain exposure to sophisticated planning and investment issues affecting affluent families
- Develop the skills necessary to progress into a lead advisory role
Qualifications
Required
- Bachelor's degree in Finance, Financial Planning, Economics, Accounting, Business, or a related field
- 0-2 years of professional experience
- Strong analytical and problem-solving abilities
- Excellent verbal and written communication skills
- Exceptional attention to detail and organizational methods
- Strong work ethic and desire to build a career in wealth management
Preferred
- Internship experience in wealth management, financial planning, banking, accounting, or related fields
- Familiarity with financial markets and investment concepts
- Demonstrated interest in personal finance and financial planning
CFP® Sponsorship & Career Development
Blue Chip Partners sponsors the CFP® certification program, including education and examination costs, for associates committed to building a long-term career with the firm. Associates receive mentorship from experienced advisors, ongoing training, and a clearly defined career path within the organization. This role is designed as the first step in a long-term advisor career path, offering opportunities for increased client responsibility and professional growth over time.
Why Blue Chip Partners
- Work at a nationally recognized independent wealth management firm
- Join a multiple-time Best Place to Work award recipient
- Receive employer-sponsored CFP® education and certification support
- Learn directly from experienced advisors serving affluent clients
- Gain exposure to comprehensive financial planning and investment management
- Competitive compensation and benefits package
- Meaningful opportunities for career advancement and professional growth
If you are looking for a place to build a long-term career, develop expertise, and make a meaningful impact on clients' lives, we encourage you to apply. We are committed to diversity and inclusivity in our hiring practices and workplace culture.