Description

Affinity BST Advisors’ philosophy is that purposeful financial management can create fulfilling lives. Since our inception, the Firm has provided business owners, executives, and successful families with comprehensive wealth and life planning that does exactly that. By building strong relationships and informing clients about their options, advisors lead clients to realize and fulfill ambitions and secure family legacies.

Why choose ABA:

· Diversity of our Expertise

· Communication is Open and Objective

· Professional Environment and Attitude is Fostered

· Advancement is Encouraged

· Ideas are Welcome

· Community Impact and Employee Engagement

About the Affinity BST Advisors Team

Affinity BST Advisors always has our clients’ best interests in mind. We provide comprehensive wealth and life planning for business owners, executives, and successful families. Our first focus is creating strong relationships with the client. From there, we can present plans and options that progress towards securing family legacies.

About the Financial Planner Role

The Financial Planner is responsible for consulting in the design, implementation and execution of long-term wealth planning for current and prospective clients focusing primarily in high net worth clients.

In this role, you will:

· Prepare 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.

· Serve as an integral member of the relationship team to develop and implement client strategy.

· Prepare and organize files for initial client appointments and follow up.

· Communicate with clients as necessary both verbally and in writing

· Enhance 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.

· Update 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 assists with gathering quotes and illustrations

To be successful in this role, you will bring with you:

· Bachelor's Degree in Finance, Accounting, or related field

· 3 years' experience in a financial planning role

· Strong ability to analyze financial data and provide adequate financial advice

· Exceptional communication, analytical and presentation skills

· Proficiency with Microsoft Office and accounting software

· Proficiency in E-Money Software (Preferred)

· Ability to multitask and prioritize

· Ability to work under pressure and deadlines

· Ability to handle and maintain confidentiality of sensitive information

· Ability to work both independently and in conjunction with a team.

· Understanding of when and how to work in an efficient manner.