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Career

Welcome to our Career Site.

Who We Are And Why We May Be A Good Fit For You

Attitude Financial Advisors, is a boutique financial services firm located on Long Island in Woodbury, NY. We are aligned with one of the largest broker-dealers in the country, Cambridge Investment Research, Inc. (Cambridge) an independent privately-controlled broker-dealer.

Operating as an independent financial firm enhances our capacity to provide solutions that are truly in the best interest of our clients, which may not always be the case for advisors affiliated with either an insurance carrier or perhaps a large financial institution. These types of organizations are generally more restrictive in their client offerings and often require the use of proprietary products or other forms of investments to meet firm objectives that may not be consistent with achieving client goals.

At Attitude Financial our focus is on providing holistic/comprehensive advice to clients, not selling products. We function under open architecture which provides more flexibility in choosing the most appropriate solution to meet our client’s unique needs.

This independent structure and financial planning focus together further helps us to deliver on our value proposition – to provide an exceptional service experience along with personalized financial advice so our clients live a better life today and into the future.

Career Opportunities:

Paraplanner 

This is a great opportunity for the individual whose long-term plan is to become a Financial Planner. The Paraplanner, together with the Senior Financial Planner and Client Services Coordinator, will work together as a strong team, to serve the clients’ needs.

Primary Role  

The role of the Paraplanner is to support the Senior Financial Planner in preparing and maintaining the client file, preparing and implementing recommendations, and reviewing the client’s needs, goals, and objectives.  

Key Responsibilities 

  • Attending client meetings with financial planner and advisors as required
  • Supporting the financial planner in research and analysis to meet client objectives
  • Compiling and analyzing client data and preparing cash flow analysis
  • Establishing internal relationships to help maintain business flow and meet agreed targets
  • Researching suggested solutions to support recommendations
  • Managing the preparation of client financial plans and suitability reports
  • Managing, recording, and monitoring client reviews on behalf of the planner and advisor
  • Promoting the profile of the business within the profession and wider communities
  • On-going professional development to meet personal development needs
  • Ensuring that all business conducted is done in a responsible and compliant manner

Key Skills required

  • Understanding of the Financial Planning Process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Detail oriented and accurate
  • Articulate
  • Excellent inter‐personal skills, both written and verbal
  • Ability to multi‐task and prioritize effectively
  • Good report writing skills
  • Ability to work independently and in a team

Qualifications

  • Bachelor’s degree
  • Enrollment towards CFP designation

To talk further about the Paraplanner opportunity or if already working in the financial industry as an advisor and want to learn more about the possibilities of joining AFA please feel free to contact us and ask for David 516-762-7601 [email protected].