Financial Advisor

Attitude Financial Advisors, Inc.; Plainview, Northern (NY, KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Attitude Financial Advisors, Inc. is seeking an experienced Financial Advisor who is passionate about helping clients make thoughtful financial decisions and wants to be part of a collaborative, planning-first team.

This role emphasizes advice over sales, with a focus on retirement, investment, tax, and estate planning. You’ll work with a dedicated team to serve existing clients and grow relationships through referrals and events.

Job description

Help Clients. Build Relationships. Grow Your Career.

We’re looking for an experienced Financial Advisor who is passionate about helping clients make thoughtful financial decisions and wants to be part of a collaborative, planning-first team.

Unlike many firms, you’ll spend your time serving clients not chasing production goals or building a book from scratch.

Why This Opportunity Is Different

You’ll step into an existing group of client relationships while also serving new clients generated through our growing referral network, client events, SEO strategy, and ongoing marketing initiatives.

Our goal is simple: keep advisors focused on delivering exceptional advice while the firm continues creating new opportunities.

Planning-First. Always.

Our clients rely on us for comprehensive financial planning not just investment management.

You’ll help clients make informed decisions across:

• Retirement Planning
• Investment Management
• Tax Planning
• Insurance Planning
• Cash Flow & Spending
• Social Security
• Legacy Planning

Freedom to Do What’s Right

That means your recommendations are driven by what’s best for your clients not proprietary products, sales quotas, or corporate agendas.

A Team Behind You

You’re never on an island.

You’ll work alongside dedicated client service professionals, paraplanners, and operations specialists who handle much of the administrative work so you can focus on building relationships and delivering great advice.

Transition Support

If you’re joining us from another firm, we’ll help make the transition as seamless as possible.

Our team assists with account transfers, paperwork, client communications, signatures, and onboarding so you can focus on taking care of your clients and building momentum.

Grow With Us

As Attitude continues to grow, you’ll have opportunities to:

• Serve more clients
• Contribute to business development
• Build long-term leadership opportunities

We offer a competitive compensation package designed to reward both client service and long-term growth.

Highlights include:

• Discretionary annual bonus
• Incentive compensation for contributing to firm growth
• Paid Time Off
• Paid Holidays
• Continuing education support
• CFP ® support and professional development

Who Thrives Here?

This role is ideal for someone who:

• Enjoys building long-term relationships
• Thinks like a planner, not a salesperson
• Is curious and continuously learning
• Is accountable and dependable
• Wants to grow alongside a successful independent firm
• Believes attitude matters as much as aptitude

Ready to Start the Conversation?

If you’re looking for a place where you can focus on helping clients while being supported by a collaborative team and a growing firm, we’d love to hear from you.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC . Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Attitude Financial Advisors are not affiliated. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Attitude Financial Advisorsmakes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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