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 Makari Group, LLC
- ...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
$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...SuggestedWork experience placementLive inWork at officeLocal area- ...Description Job Description GENERAL JOB DESCRIPTION The Senior Financial Planner plays a crucial role on our Financial Planning team, working... ...comprehensive approach to financial planning based on The Certified Financial Planner Board of Standards. # Client...SuggestedWork experience placementWork at office
$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$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$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 workWork at officeMonday to FridayShift workDay shift$45 - $50 per hour
Job Description Epic Certified Professional Billing Analyst will bring experience in managing applications, with a strong background in managing day‑to‑day operations, client stakeholder relationships, and collaboration with offshore teams. This role demands both technical...Hourly payLive inLocal areaFlexible hours- Accenture is seeking an Epic Certified Professional Billing Analyst in Cleveland, Ohio. In this role, you will be responsible for managing applications, collaborating with client stakeholders, ensuring compliance with HIPAA, and providing high-quality support in a dynamic...
$21.63 - $26.92 per hour
...Full-time Description Position Summary: ~ Conducts Financial Capabilities Workshops, assesses individuals' and families'... ...experience are required. HUD Counselor Certification preferred; must certify with HUD within 18 months of employment. Proficiency with...Full timeWork experience placementWork at office$80k - $100k
...Paraplanner – Tempo Wealth Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Paraplanner to join our expanding team and play a key role in building and updating complex financial plans. This position can...Summer workWork at office$54.81k
...Student Financial Assistance Advisor Department: Financial Aid Admin Location: Metropolitan Campus Reports To: Campus... ...the Department of Education Maintains files and databases; certifies student loan applications; implements, maintains and utilizes...Full timeWork at officeWeekend workAfternoon shift- 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...
$80k - $150k
...Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support... ...Know Your Customer (KYC), MCA, Patriot Act and OFAC checks, and certifying Beneficial Ownership. Manage the approval process for lending...Work experience placementBank staffWork at officeFlexible hoursNight shift- ...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...Work at office3 days per week
- Primary Office Location: 413 Northfield Road. Bedford, Ohio. 44146. 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: ...Work at office
- 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...
- 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...
$28.85 - $33.65 per hour
A major financial institution in Cleveland is seeking a dedicated advisor to help clients achieve their financial goals. The role involves advising clients on banking and investment strategies, triaging requests, and building client relationships. Ideal candidates should...Hourly pay$45 - $50 per hour
Accenture is hiring an Epic Certified Professional Billing Claims Analyst in Cleveland, Ohio. This role involves managing applications, ensuring high-quality support within a dynamic healthcare environment, and acting as a subject matter expert on application workflows....Hourly payLocal area$128k - $268k
...experience serving ultra-high-net-worth clients. (required) Licenses and Certifications Chartered Financial Analyst (CFA) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Skills Deep expertise in sophisticated investment...Work experience placementWork at officeFlexible hoursNight shift- ...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 placementWork at office
$41.25k - $68.75k
...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 timeTemporary workPart timeWork experience placementWork at officeShift work$22 - $24 per hour
...ensures service excellence. This role provides an opportunity to lead by example, guiding team members in delivering personalized financial solutions while maintaining a high standard of customer satisfaction. As a member of the Regional Banking Team, you will be responsible...Work at officeShift work- Fnb Online is seeking a part-time Relationship Banker in Bedford, OH. The role focuses on developing consumer banking transactions and account servicing. Responsibilities include promoting sales via customer engagement and managing referrals. The ideal candidate will possess...Part time
- A major financial institution in Ohio is seeking an enthusiastic Relationship Banker to enhance customer experience and build valuable relationships. The role involves managing customer accounts, educating clients about banking products, and working collaboratively with...
- A prominent financial institution is seeking a Private Client Banker in Independence, Ohio. This role focuses on building relationships and offering tailored financial solutions to clients with investable assets up to $2M. Key responsibilities include achieving sales goals...
- A leading financial services firm is seeking an Associate Relationship Banker in Cleveland, OH. In this role, you will deliver exceptional customer service and build lasting relationships with clients while using cutting-edge financial technology. You will leverage your...
$25 - $38.46 per hour
...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Hourly payWork experience placementDay shift$70k - $100k
...process, provide exceptional client service, and handle insurance applications. The ideal candidate will have at least two years of financial services experience and a commitment to excellence. The position offers a competitive salary ranging from $70,000 to $100,000,...
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