Planning-First Financial Advisor: Build Relationships

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

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.