Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Certified Financial Planner

$200k - $250k

Makari 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 Makari Group, LLC

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Certified Financial Planner in Cleveland, OH vacancy
  •  ...WealthBridge Financial Group is seeking a results-oriented Certified Financial Planner to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals... 
    Suggested

    WealthBridge Financial Group

    Cleveland, OH
    3 days ago
  •  .... You are… As a member of one of the world’s largest Workday-certified teams, you’ll be part of a team of advisory professionals who...  ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track... 
    Suggested
    Work experience placement
    Work at office
    Local area

    Accenture

    Cleveland, OH
    4 days ago
  • $70.35k - $196k

     .... You are… As a member of one of the world’s largest Workday-certified teams, you’ll be part of a team of advisory professionals who...  ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track... 
    Suggested
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Cleveland, OH
    4 days ago
  •  ...GENERAL JOB DESCRIPTION The Senior Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors...  ...comprehensive approach to financial planning based on The Certified Financial Planner Board of Standards. # Client Presentation... 
    Suggested
    Work experience placement
    Work at office

    MAI Capital Management, LLC

    Independence, OH
    5 days ago
  •  ...Financial Solutions Advisor - Cleveland Market Cleveland, Ohio;Euclid, Ohio To proceed with your application, you must...  ...Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Cleveland, OH
    5 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York...  ...Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Pepper Pike, OH
    5 days ago
  • $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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Cleveland, OH
    1 day ago
  • $70k - $80k

     ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do...  ...exceeded Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    Cleveland, OH
    3 days ago
  • $50k

     ...simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused...  ...additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Cleveland, OH
    4 days ago
  • $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... 

    Manning & Napier Advisors

    Cleveland, OH
    3 days ago
  •  ...management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial...  ...encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors LLC

    Cleveland, OH
    5 days ago
  • $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... 
    Work at office

    Unavailable

    Cleveland, OH
    4 days ago
  • $116k - $216k

     ...Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking,...  ...FINRA License S63 and FINRA License S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst... 
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyCorp

    Cleveland, OH
    3 days ago
  •  ...Davis Family Financial LLC is looking for a Financial Planning Associate in Cleveland, Ohio. This entry-level position involves supporting senior advisors in creating personalized financial plans for clients. The ideal candidate will possess strong communication and customer... 
    Flexible hours

    Davis Family Financial LLC

    Cleveland, OH
    3 days ago
  •  ...Summary: Provides complex analysis and accurate and timely financial information. Generates management reports and interfaces with...  ...preferred. Professional Certification(s): ~ Certified Public Accountant (CPA) or equivalent preferred. Technical... 
    Casual work
    Work at office
    Remote work
    3 days per week

    Medical Mutual of Ohio

    Cleveland, OH
    4 days ago
  •  ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Bedford, OH
    5 days ago
  • $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 pay
    Work experience placement
    Day shift

    KeyCorp

    Cleveland, OH
    4 days ago
  • $41.25k - $68.75k

     ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Cleveland, OH
    4 days ago
  • $41.25k - $68.75k

     ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow the customer’s share of wallet. Positions PNC solutions to drive new revenue... 
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC

    Bedford Heights, OH
    2 days ago
  • $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... 

    Fifth Third Bank, N.A.

    Cleveland, OH
    2 days ago
  •  ...managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth... 
    Work experience placement
    Work at office

    Fifth Third Bank, N.A.

    Parma Heights, OH
    3 days ago
  • MAI Capital Management is seeking a Senior Financial Planner to join our Financial Planning team. This crucial role involves working closely with advisors and clients to produce essential financial planning deliverables, ensuring accuracy and timeliness. You will help clients... 

    MAI Capital Management

    Independence, OH
    3 days ago
  •  ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers... 
    Work experience placement
    Work at office

    Fifth Third Bank, N.A.

    Lyndhurst, OH
    3 days ago
  • $25 - $27.88 per hour

     ...transactions for clients as needed. The position involves having deep conversations with clients to gain in‑depth knowledge of their financial and life priorities and connecting clients to solutions that meet their financial goals. Responsibilities Executes the bank's risk... 
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Bank of America

    Cleveland, OH
    5 days ago
  • $25 - $27.88 per hour

     ...ATM. Accurately process cash transactions for clients as needed. Conduct in‑depth conversations with clients to understand their financial and life priorities and guide them toward appropriate solutions. Build and maintain client relationships to meet financial needs.... 
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Dormont Manufacturing Company

    Cleveland, OH
    2 days ago
  •  ...Bank of America is seeking a motivated individual to engage with clients in North Royalton, Ohio. This role focuses on facilitating financial transactions and building strong relationships while guiding clients through self-service options like online banking and ATMs. A... 

    Bank of America

    North Royalton, OH
    2 days ago
  •  ...Ameris Bank in Brooklyn, Florida, seeks a dedicated individual to ensure the financial growth of our banking center. This role involves establishing and retaining client relationships and providing customer support based on their needs. The ideal candidate will have experience... 

    Ameris Bank

    Brooklyn, OH
    4 days ago
  • Accenture is seeking a consultant based in Cleveland to join their Workday-certified team, delivering integrated financial management solutions. The role involves identifying client requirements, leading workshops, and providing guidance on industry standards. Candidates... 

    Accenture

    Cleveland, OH
    4 days ago
  • Bank of America in Cleveland, Ohio, seeks a financial advisor to provide comprehensive financial services by building financial plans and recommending brokerage products. Responsibilities include triaging client leads, reviewing financial goals, and recommending strategies... 

    Bank of America

    Cleveland, OH
    1 day ago
  •  ...Consultant in Cleveland, Ohio. You'll collaborate with clients to deliver innovative cloud-based HR and financial management solutions while being part of a large, certified team. This role emphasizes leadership in architecting solutions and working with clients, requiring... 

    Accenture

    Cleveland, OH
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Certified Financial Planner. Be the first to apply!