Growth-Driven Financial Advisor with Leads & Equity

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

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.