Join Our Team
Headquartered in Albany, NY, the Affinity Group, LLC is a premier wealth management firm with a unique approach. Our clients include individuals and families, and range from executives to physicians, attorneys, and business owners. We work in teams and frequently partner with professionals in the financial services, accounting, and legal areas where necessary. The foundation for our work is a clear understanding of our clients' values, goals and expectations.
Excellence, teamwork and service to the community are the cornerstones of our firm. We pride ourselves on providing career opportunities that offer both professional growth, as well as the ability to positively impact the communities we serve.
Neither MassMutual nor its employees or agents are authorized to give legal or tax advice. Consult your own personal legal or tax counsel for advice on specific legal and tax matters.
Financial Planner
Due to the rapid growth of our organization, we seek energetic individuals interested in providing financial planning advice. Responsibilities include management of our planning software and the design and implementation of a financial plan for our clients. We take a proactive approach to each area of our clients' lives and expect our associates to review a client's current situation, goals and objectives, and help them make informed decisions. Areas of practice include income and estate taxation, investments, risk management, education funding and retirement planning. Three plus years of experience with the confidence to work with high net worth clients and business owners is essential. A JD, CFP, CPA or MBA designation is a plus. In addition to a comprehensive benefits package, we offer a competitive salary with the potential for additional bonus income.
JD and CPA licensed but do no practice on behalf of MassMutual and MML Investors Services, Inc..
Intern
In addition to our full-time positions, we offer internship positions with flexible schedules. For those not concerned with earning credits, we pay competitive hourly wages. If you have interest in the financial services industry, we provide a great opportunity to learn the ropes from the ground level. Although prior experience and certification is a plus, it is not a prerequisite. We are simply looking for hard-working individuals who are excited about a new opportunity.
A Great Place To Work
We offer a competitive benefits package including health, dental and vision coverage, flexible spending accounts, short and long term disability income insurance, life insurance, retirement savings plans, and bonus compensation based on meeting certain requirements.
Whether you are just starting a career, considering a career change or are an experienced advisor, we provide comprehensive training, educational solutions and a systematic approach to ongoing client service.
We are dedicated to serving the needs of our community, and we encourage and support team members who actively volunteer their time and energy to community causes.