Certified Financial Planner
$200k - $250kMakari Group, LLC
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. #J-18808-Ljbffr
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement...SuggestedFull timeContract workFor contractorsWork at office$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come... ...Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™...SuggestedWork at officeWork from homeHome officeFlexible hours$75k - $150k
...FINANCIAL CONSULTANT page is loaded## FINANCIAL CONSULTANTlocations: OH Remotetime type: Full timeposted on: Posted 6 Days Agojob requisition... ...65 or Series 7 & 66 required or willing to pursue upon hire* Certified Financial PlannerTM or comparable professional designation...Suggested$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your... ...Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package...SuggestedWork at office- ...The Senior Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors, clients, and integrated... ...our comprehensive approach to financial planning based on The Certified Financial Planner Board of Standards. Client Presentation Support...SuggestedWork experience placementWork at office
$25 - $27.88 per hour
...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk...Hourly payShift workWeekend workDay shift- ...Job Summary: Provides complex analysis and accurate and timely financial information. Generates management reports and interfaces with... ...representative experience preferred. Professional Certification(s) Certified Public Accountant (CPA) or equivalent preferred. Technical...Work at office3 days per week
- ...Relationship Banker - 117th and Western Financial Center - Spanish Preferred Cleveland, Ohio To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...Work at officeFlexible hoursShift workWeekend workDay shift
- Primary Office Location: 80 W Streetsboro St. Hudson, Ohio. 44236. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected...Work at office
$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payWork experience placementDay shift$41.25k - $68.75k
...through proactive sales and service activities, manage the customer experience by identifying opportunities to improve the customer’s financial wellbeing, collaborate with ecosystem partners to grow customer share of wallet, and position PNC solutions to drive new revenue...Full timeWork experience placementWork at officeShift work$43.68k - $69.9k
...Retail Personal Banker I in Cleveland, Ohio. This role involves using a consultative sales process to identify and meet customers' financial needs while providing excellent service. The ideal candidate should have a college degree or equivalent experience and be...$52.5k - $87.5k
...sales competencies. Ability to serve as a Notary Public in the applicable state. Must pass required background checks under Consumer Financial Protection Bureau regulations. Pay Transparency Base Salary: $52,500.00 – $87,500.00 (varies by location, market data, skills,...Work at officeShift work$52.5k - $87.5k
...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
$18 - $21 per hour
...opportunity to join a company that values our employees and the patients we serve! Centers for Dialysis Care is seeking two experienced Financial Counselors to work to work at multiple locations (Cleveland - East & Beachwood - Garfield, Warrensville & Oakwood) . These...Hourly payTemporary work- ...About the job Financial Advisor Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform....Remote workFlexible hours
- ...Job Description Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in Cleveland. You will have the opportunity to work with an untouched customer base that has untapped referral potential! You will be responsible for providing...Full timePart timeImmediate start
- ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...
$48k - $100k
...other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision... ...development. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC...Shift workDay shift$19.23 - $28.37 per hour
...% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role...Hourly payWork experience placementWork at officeFlexible hoursDay shift- ...Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets...Immediate start
- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. Overview As a Relationship Executive in the Multinational Corporations group, you will be the focal point of client acquisition...Flexible hours
- Prudential Advisors is looking for an experienced financial professional in the Cleveland area that is interested in working with Prudential existing client's base. This exciting position will allow you to grow your career and business, helping the people and families that...
$172k
...attorneys. Responsibilities include serving as bond counsel, representing lenders, borrowers, and underwriters in a wide range of financial transactions, managing all levels of transactions through to closing, developing best practices, and utilizing all available resources...$70.35k - $205.8k
...trading processes. Knowledge of digital assets and emerging financial market infrastructure, such as crypto markets, tokenized... ...professional setting; either military or civilian. Additional certified qualifications relevant to Investment Bank industry, including...Work experience placementLive inWork at officeLocal area$63.75k - $106.25k
...based in Pittsburgh, PA; Cleveland, OH or Birmingham, AL. In this role you will support business and finance leaders by providing financial analysis, forecasting, planning, and strategic decision support to help drive growth, profitability, and operational efficiency....Full timeTemporary workPart timeWork experience placementWork at office$80k - $110k
...client relationships. The Wealth Advisor is the primary relationship manager for an assigned group of clients. This person provides financial planning, investment guidance, and proactive client service. The role also includes business development, giving this person a...Work at office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours
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