Associate Financial Advisor

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 Gather and organize client financial information 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 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. #J-18808-Ljbffr