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Associate Wealth Advisor

Company: Blue Chip Partners, Inc.
Location: Auburn Hills
Posted on: April 10, 2021

Job Description:

About the FirmBlue Chip Partners is a registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip was named to the Financial Times list of Top 300 Registered Investment Adviser firms in 2020, 2018 and 2017. In 2020, Blue Chip made Financial Advisor Magazine's Top 50 Fastest Growing RIA firms and its assets under management have increased from $304,000,000 in 2015 to over $900,000,000 as of April 2021. Blue Chip provides highly personalized financial planning and asset management services to over 500 clients. Blue Chip's growth is directly attributable to the quality of our employees. Our approach is to compensate our employees fairly, invest in their professional development and have a corporate culture that results in their staying for the long-term. We are an organization that genuinely cares about each other and our clients. Blue Chip looks to continue to expand this commitment to employees and clients by selectively adding to its credentialed team.
Please visit our website at . Delegate Confidently --- with Blue Chip Partners, an equal opportunity employer. Position Overview The Associate Wealth Advisor will work closely with Senior Wealth Advisors to provide outstanding support to the firm's clientele. The Associate Wealth Advisor will be responsible for developing financial plans, managing client relationships, reviewing portfolio performance, and coordinating the response to client service requests. While the development of new clients is encouraged and rewarded, the focus of Associate Wealth Advisor role will be maintaining and servicing current clientele. Essential Duties and Responsibilities

  • Build and maintain client relationships in partnership with Senior Wealth Advisors
  • Attend client and prospect meetings with Senior Wealth Advisors and conduct solo meetings with clients as appropriate
  • Work with clients to ensure action items are implemented and documented
  • Assist Wealth Advisors with data collection and input into financial planning software
  • Timely respond to client service requests
  • Coordinate trading in response to client cash needs and deposits
  • Run scheduled model portfolio rebalances to ensure client portfolios are within tolerance
  • Embrace investment strategy of the firm and provide investment education and recommendations
  • Work together to transfer existing clients, freeing up the Senior Wealth Advisors to continue to drive growth and direction of the firm Minimum Qualifications
    • Bachelor's degree
    • 2-5 years of financial planning, investment, or tax experience
    • Series 65 required (or obtained within 6 months of employment)
    • Certified Financial Planner (CFP--), CPA, or JD preferred
    • Strong academic and professional background Skills / Key Competencies Required
      • Exceptional communication and presentation skills
      • Strong attention to detail, poised, organized and keen sense of urgency
      • Able to manage multiple tasks efficiently
      • Experience with CRM, financial planning, and portfolio management software highly preferred
      • Strong Excel skills and experience with Microsoft Office Products
      • Strong problem-solving skills and the ability to understand complex issues
      • Team player Employment Particulars
        • Position Type: Full Time
        • Position Location: Farmington Hills, MI.
        • Compensation: $60,000 - $90,000 depending on experience
        • Highly competitive benefits including employer-subsidized medical and dental plans, life, disability, 401(k) plan, and discretionary profit-sharing plan participation
        • Great work environment and outstanding co-workers.

Keywords: Blue Chip Partners, Inc., Detroit , Associate Wealth Advisor, Other , Auburn Hills, Michigan

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