Albany, New York, United StatesIn 2002, The Affinity Group launched with the philosophy that purposeful financial management can create fulfilling lives. Since then, Affinity BST Advisors created many comprehensive wealth and life management plans that are tailored to each client’s unique circumstances. These plans not only guide our clients but empower them with knowledge and confidence for future decisions. And, perhaps most importantly, our clients are finding and reaching new ambitions.In 2021, The Affinity Group expanded our expertise with our partnership with BST. Now, Affinity BST Advisors, LLC combines our consultative approach with expanded capabilities to help our clients reach their ambitions.Job Description:- Prepares financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis.- Work with the Relationship Manager to create analysis and reports using eMoney and Microsoft Word/Excel for client meetings and actively participate in those meetings.- Serves as an integral member of the relationship team to develop and implement client strategy.- Prepares and organizes files for initial client appointments and follow-up.- Communicating with clients as necessary both verbally and in writing- Enhances the strong relationships with our prospects and clients.- May assist in tax planning and quarterly tax projections as well as tax return preparation and review.- Updates financial analysis for existing clients to reflect changes in their situation, such as adjusting retirement assumptions or exploring tax planning opportunities.- Research insurance and annuity options and assist with gathering quotes and illustrations.