Certified Financial Planner

Makari Group, LLC; Cleveland (OH); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Equity participation

National resources and referral programs

Job summary

A dynamic wealth management firm in Cleveland is seeking driven Financial Advisors. This salaried-plus-bonus position allows advisors to focus on holistic financial planning with no pressure for cold prospecting. The role offers substantial first-year earnings between $200,000 to $250,000, and comprehensive benefits including equity participation. Advisors will serve high-net-worth clients while receiving qualified referrals, and have the opportunity to grow across markets. Ideal candidates will have 5–10 years of experience and a natural outgoing nature.

Qualifications

• 5–10 years of experience in client-facing financial advisory or wealth management roles.
• Natural outgoing and entrepreneurial personality.
• Growth-oriented with motivation to open and scale offices in new markets.

Responsibilities

• Serve high-net-worth and emerging affluent clients using a planning-first model.
• Receive qualified referrals from an industry-leading referral network.
• Work within a team-oriented structure for comprehensive support.

Skills

Client-facing financial advisory

Networking

Team collaboration

Entrepreneurial mindset

Job description

Makari Group is seeking driven, client-focused Financial Advisors to join one of the nation’s most dynamic, fast-growing independent wealth management firm.

This is a salaried-plus-bonus position designed for advisors who want to focus on holistic financial planning, relationship building, and business growth—without the pressure of cold prospecting or grid limitations. Advisors here benefit from a steady stream of warm leads, a strong national brand presence, and an organically growing growth engine that’s expanding across the country.

If you’re a Certified Financial Planner who thrives on meeting new prospects, building lasting relationships, and helping clients live richer lives, this is a rare opportunity to take your career to the next level with structure, stability, and serious upside.

What You’ll Do

• Serve high-net-worth and emerging affluent clients through a planning-first model that emphasizes relationships over transactions
• Receive qualified referrals from an industry-leading referral network, giving you a consistent flow of new opportunities.
• Work within a team-oriented structure offering comprehensive support across operations, marketing, and planning.
• Leverage advanced technology and systems that streamline client experience and efficiency.
• Participate in a culture built around collaboration, professional growth, and impact—where advisors are empowered to build long-term careers.
• Contribute to one of the industry’s most successful organically growing advisory platforms, expanding nationwide at 20%+ annual growth.

Qualifications

• Advisors who are naturally outgoing and entrepreneurial
• 5–10 years of experience in client-facing financial advisory or wealth management roles
• Growth-oriented professionals motivated to open and scale offices in new markets
• A team player who values planning, service excellence, and purpose-driven work

Compensation & Incentives

• First-year earnings: $200,000–$250,000 (salary + bonus)
• Second-year potential: $500,000+ as business grows
• Comprehensive healthcare coverage and benefits package.
• Equity participation: Stock Appreciation Rights (SARS) with 2-year vesting—convertible into B shares with a favorable loan option (4.5% fixed).
• National resources and referral programs that provide consistent lead flow and growth support.

About Us

Makari Group is a national recruiting and consulting firm with one mission: to be your partner in growth. We’ve placed thousands of financial advisors nationwide and have a dedicated team ready to help you explore this opportunity or find the right alternative if it’s not the perfect fit.

Our process is confidential, strategic, and built around your success.

If you’re ready to explore what partnership-driven independence truly looks like, schedule a private conversation with Makari Group today.