Career Welcome to our Career Site.Who We Are And Why We May Be A Good Fit For YouAttitude 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 requiredSupporting the financial planner in research and analysis to meet client objectivesCompiling and analyzing client data and preparing cash flow analysisEstablishing internal relationships to help maintain business flow and meet agreed targetsResearching suggested solutions to support recommendationsManaging the preparation of client financial plans and suitability reportsManaging, recording, and monitoring client reviews on behalf of the planner and advisorPromoting the profile of the business within the profession and wider communitiesOn-going professional development to meet personal development needsEnsuring that all business conducted is done in a responsible and compliant mannerKey Skills requiredUnderstanding of the Financial Planning ProcessAble to work within defined business processesAbility to achieve agreed outcomes without supervisionDetail oriented and accurateArticulateExcellent inter‐personal skills, both written and verbalAbility to multi‐task and prioritize effectivelyGood report writing skillsAbility to work independently and in a teamQualificationsBachelor’s degreeEnrollment towards CFP designationTo 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].