Become A Financial Advisor At Consolidated Planning

DEFINE SUCCESS ON YOUR TERMS

Choose Your Career Path

Each career path follows a practice building playbook strategically designed to accelerate your practice growth. Click on the path below that most closely aligns with your professional experience to learn how our robust advisor resources can streamline your process to help reach your goals.

Start a New Planning Practice

INEXPERIENCED FINANCIAL ADVISORS

Follow our Practice Building Playbook to launch a planning practice that helps 125 families and potentially earn over $250,000 annually by your fifth year.*

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Be an Associate Advisor on a Team

ASSOCIATE ADVISOR

Be mentored by a Senior Planning Advisor as part of team as you begin your career in financial services.

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Experienced Financial Advisors

EXPERIENCED FINANCIAL ADVISOR

Follow your Practice Playbook to add efficiency and scale to your practice. Accelerate your growth and triple your income in five years.

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Investment Advisors

INVESTMENT ADVISORS

Expand your capabilities through strategic partnerships. Relaunch a planning practice and triple your income in five years.

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