Financial Advisor

Help Clients. Build Relationships. Grow Your Career.

We’re looking for 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.

Unlike many firms, you’ll spend your time serving clients not chasing production goals or building a book from scratch.

Why This Opportunity Is Different

Established Relationships + New Opportunities

You’ll step into an existing group of client relationships while also serving new clients generated through our growing referral network, client events, SEO strategy, and ongoing marketing initiatives.

Our goal is simple: keep advisors focused on delivering exceptional advice while the firm continues creating new opportunities.

Planning-First. Always.

Our clients rely on us for comprehensive financial planning not just investment management.

You’ll help clients make informed decisions across:

• Retirement Planning
• Investment Management
• Tax Planning
• Estate Planning
• Insurance Planning
• Cash Flow & Spending
• Social Security
• Legacy Planning

Freedom to Do What’s Right

We’re independent fiduciaries.

That means your recommendations are driven by what’s best for your clients not proprietary products, sales quotas, or corporate agendas.

A Team Behind You

You’re never on an island.

You’ll work alongside dedicated client service professionals, paraplanners, and operations specialists who handle much of the administrative work so you can focus on building relationships and delivering great advice.

Transition Support

If you’re joining us from another firm, we’ll help make the transition as seamless as possible.

Our team assists with account transfers, paperwork, client communications, signatures, and onboarding so you can focus on taking care of your clients and building momentum.

Grow With Us

As Attitude continues to grow, you’ll have opportunities to:

• Serve more clients
• Mentor future advisors
• Help shape firm strategy
• Contribute to business development
• Build long-term leadership opportunities

Compensation & Benefits

We offer a competitive compensation package designed to reward both client service and long-term growth.

Highlights include:

• Competitive base salary
• Discretionary annual bonus
• Incentive compensation for contributing to firm growth
• Paid Time Off
• Paid Holidays
• SIMPLE IRA retirement plan
• Continuing education support
• CFP^® support and professional development

Who Thrives Here?

This role is ideal for someone who:

• Enjoys building long-term relationships
• Thinks like a planner, not a salesperson
• Is curious and continuously learning
• Values collaboration
• Is accountable and dependable
• Wants to grow alongside a successful independent firm
• Believes attitude matters as much as aptitude