Experience True Independence. Join Us.
Are you tired of being dictated to by your existing company? We were. That’s why we started Attitude Financial Advisors.
We’re a boutique financial services firm based on Long Island. Focused on delivering comprehensive financial planning solutions, we believe that our independence enhances our capacity to provide solutions that are truly in the best interests of our clients.
Want to make a change and embrace independence as well? We’re always looking for like-minded advisors to join our ranks and work with us to deliver an exceptional service experience and personalized financial advice. We seek to help our clients live a better life today and into the future.
Title: Financial Advisor
Our ideal candidate will be knowledgeable in the following areas:
- Client onboarding and planning process, including initial consultations, portfolio analysis, cash flow planning, financial plan preparation, and investment recommendations
- Establishing client relationships quickly with a foundation of trust, honesty, and respect
- Promoting organization with existing personal network
- Knowledge and adherence to all applicable securities laws and regulations
- Bachelor’s degree from four-year college or university
- FINRA Series 7 and 66 licenses
- Existing book of business (preferred)
- Certified Financial Planner™ certification (preferred)
If you are interested in an independent opportunity with Attitude Financial Advisors, contact us to learn more.
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Financial Advisors in Woodbury, NY