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
- .... 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 placementWork at officeLocal area
$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- ...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...SuggestedWork experience placementWork at office
- ...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...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...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 officeShift workDay shift
$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 timeContract workFor contractorsWork 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$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 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...- ...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 placementWork at officeLocal areaFlexible 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$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 placementWork at officeLocal areaFlexible hoursNight shift- ...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
- ...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 workWork at officeRemote work3 days per week
- ...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
$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
...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 timeTemporary workPart timeWork experience placementWork at officeShift work$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 timeTemporary workWork experience placementWork at office$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...- ...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 placementWork at office
- 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...
- ...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
$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 payShift workWeekend workDay shift$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 payShift workWeekend workDay shift- ...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...
- ...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...
- 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...
- ...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...
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