Makari Group, LLC · 1 month ago
Certified Financial Planner
Greater Cleveland
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $170K/yr
5+ years expMakari Group is a dynamic, fast-growing independent wealth management firm seeking client-focused Financial Advisors. The role emphasizes holistic financial planning and relationship building, offering a steady stream of warm leads and a supportive team environment.
Staffing & Recruiting
Hiring Manager
Selina A. Saniel
Responsibilities
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
Qualification
Required
Certified Financial Planner (CFP®)
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
Benefits
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.
Company
Makari Group, LLC
We would like to partner with you in our areas of expertise: -Guiding advisors to firms that will alleviate their pain points and leverage their growth.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase