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Makari Group is seeking a mid-level Financial Advisor ($550K$650K T12) to fill a strategic growth position with one of our client firms based in a city office. This salaried position (+ commission) presents a unique opportunity for a driven professional whos passionate about financial planning and ready to take their career to the next level. Ideal for advisors facing stalled growth, this role offers an incredible level of infrastructure and the support necessary to scale beyond current production levels.
What you'll do:
- You will be receiving consistent referrals of ultra-high net worth individuals
- You will be working in a multi-custodial firm
- You will be a part of an extremely powerful organization and provided with many useful tools (Advisory, Broker/Dealer, Insurance Services, Capital Management, Business Solutions, etc.)
What we're looking for:
- We're looking for advisors with 8-10 years of experience who are looking to grow their net new assets
- Drive to succeed in a fast-paced environment
- Strong relationship skills and business development capabilities
- Detail-oriented, organized, and skilled in CRM systems and financial tools
- Knowledge base and experience to work with ultra-high net worth clients
Compensation & Incentives
- Highly competitive grid
- Office Space
About Us:
- Makari Group is a national recruiting and consulting firm, with our main mission to be your partner in growth. We have placed thousands of Financial Advisors and have a dedicated team who will work tirelessly to get you into the door at this opportunity, or find you alternate options if this isn't right for you.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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