COMMITTED TO YOUR CAREER GROWTH

Grow Your Career With Consolidated Planning

Explore Advisor Career Paths

THE CONSOLIDATED PLANNING DIFFERENCE

The Consolidated Commitment To Our Associates

Consolidated Planning fosters a unique environment for financial advisors to experience exponential growth. We’ve built a supportive infrastructure that allows you to focus on your unique abilities while expanding your capabilities through strategic partnerships with our planning, marketing, & practice management resources. Our mission is maximizing the impact you have on your clients.

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ACCELERATE YOUR GROWTH

Next Level Advisor Resources

Consolidated Planning exists to grow and develop financial advisors. Our robust advisor support services strategically partner with you to accelerate your growth and break through the barrier of the status quo. From paperwork and data entry to case design and strategy implementation, we’ve got you covered so you can focus on executing your playbook for success.

New Business Hub

Never worry about paperwork again. The New Business Hub will handle that from now on.

Business Owner Strategic Solutions

The BOSS team gives you access to business planning experts to expand your capabilities.

Marketing Administration & Practice Solutions

The MAPS Team is your resource for all of your practice marketing needs.

Living Balance Sheet

The Living Balance Sheet is our financial planning software that helps deliver our planning philosophy to clients.

Advisor Performance Group

Your go to resource for client planning needs from strategy design to case consultation.

Practice Building Playbook

Every advisor follows a practice building playbook based on their growth goals.

Why Choose CP?

PROUDLY SERVING THE SOUTHEAST

Find A Location Near You

We have over 100 advisors in offices across the Carolinas, Georgia, and Virginia. As we’ve grown, we continue to work with clients through a comprehensive and consultative process.

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JOIN CONSOLIDATED PLANNING TODAY!

Interested in working with us?

Are you ready to take your financial planning career to the next level? As a financial advisor with Consolidated Planning, you’ll have a meaningful impact on your clients’ lives as you deliver advice and guidance that leads with strategy- not products. Whether your career is just beginning or well underway, you’ll be empowered by unparalleled advisor resources to grow you practice with scale and efficiency. Reach out to our team below to learn more.

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