CAREERS

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)

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Contact

If you are interested in an independent opportunity with Attitude Financial Advisors, contact us to learn more.

Attitude Financial Advisors | 3 Crossways Park Drive West, Suite 110, Woodbury, New York 11797 | 516-762-7600

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. This communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, MD, NC, NJ, NM, NY, PA, RI, SC, and VA. No offers may be made or accepted from any resident outside the specific states referenced. Cambridge Investment Research, Inc. does not offer tax advice.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Attitude Financial Advisors makes 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.

Reviews on this site [may or may not be] by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.

Cambridge’s Form CRS (Customer Relationship Summary)

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Financial Advisors in Woodbury, NY