Senior Financial Advisor
About the Firm:
Blue Chip Partners, LLC, is a registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. In 2023, Blue Chip Partners was named one of the Best Places to Work in Southeast Michigan by Crain’s Detroit Business, ranking 29 on a list of 100 recognized firms. Blue Chip Partners has 30 employees and its assets under management have increased from $305 million in 2015 to over $1.3 billion as of June 2024. Blue Chip Partners provides highly personalized financial planning and portfolio management services to over 800 clients.
Our growth is a testament to the caliber of our team members. Blue Chip Partners hiring strategy is simple: we identify highly qualified individuals, compensate them fairly, invest in their professional development, and foster a corporate culture that results in their staying for the long-term. For more information about Blue Chip Partners, LLC, visit our website at www.bluechippartners.com. Delegate Confidently™ with Blue Chip Partners, an equal opportunity employer.
Role Summary:
The Senior Financial Advisor role is responsible for managing the client experience for a portion of the firm’s existing clients. This client facing role is responsible for maximizing financial planning opportunities, implementing the investment recommendations of the Blue Chip Partners’ Investment Committee, and building long-term relationships. Specific duties include preparing personalized financial plans, proactive communication with clients, investigating and responding to client inquiries, and implementing portfolio rebalances. A team of Associate Financial Advisors and Client Service team members will assist Senior Financial Advisors with managing client relationships. Development of new client business is not required but will be rewarded. There is a path for an individual in this role to become a firm owner in the future.
Essential Duties and Responsibilities:
- Responsible for satisfaction and retention of the firm’s wealth management clients.
- Lead regular financial planning and investment review meetings.
- Analyze client’s personal financial data to develop customized financial plans.
- Effectively communicate BCP’s investment strategy, planning solutions and value proposition.
- Work closely with the Blue Chip Investment Committee to implement portfolio rebalancing recommendations, including the formulation and execution of trades, and communicate portfolio enhancements to clients.
- Be involved with training and development of new team members.
Minimum Qualifications:
- Bachelor’s degree
- Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) or Attorney (JD) required.
- 5 years of experience with a wealth management, family office, law, or CPA firm.
- Experience using financial planning software such as eMoney, Money Guide Pro, etc.
- Comfort working with the MS Office Suite, including Outlook and Excel.
- Experience with Bloomberg, Tamarac, or other similar recordkeeping technologies.
Required Skills:
- Solid relationship building and management skills
- Excellent communication skills
- Strong problem-solving skills and the ability to understand complex issues
- Strong attention to detail
- Excellent professionalism, work ethic, and confidentiality
- Team player
Employment Particulars:
- Position Type: Full time, with a fair amount of flexibility
- Position Location: Farmington Hills, MI
- Total compensation of $130,000 - $200,000, commensurate with experience
- Excellent benefits including employer-subsidized medical, dental, vison, life, and disability plans, 401(k) plan with aggressive match and discretionary profit-sharing plan participation
- Great work environment and outstanding co-workers
How to Apply:
Please submit your resume to hr@bluechippartners.com
