Become an Associate Advisor on a Team

Career Path Overview

Consolidated Planning is a comprehensive financial planning firm that helps clients organize, protect, and focus their money. Our financial advisors work with clients using a process-based approach to planning is designed to put each dollar to its highest and best use.

This career path is designed for motivated individuals who want to translate their marketing and sales skills into a career as a financial advisor. In this role, you will:

• Obtain the necessary investment and insurance licenses to become a fully licensed financial advisor.
• Build a process-based practice by acquiring 30 new planning clients annually and offering a comprehensive suite of investment and insurance solutions.
• Deliver advice and guidance utilizing industry leading financial planning and investment software, including The Living Balance Sheet, NetX360, Envestnet, FMG Market Suite, and more.
• Execute our $250,000 in 5 years playbook with the full support of Consolidated Planning’s advisor resources, including:
  • Practice marketing and business planning support from the Marketing Administrative Practice Solutions Team (MAPS).
  • Planning case design and strategy support from the Advisor Performance Group (APG).
  • Paperwork support from the New Business Hub.
  • Business case support from the Business Owners Strategic Solutions Team (BOSS).
• Thrive in a supportive and collaborative culture.
• Make a meaningful difference in the lives of your clients.

To succeed in this role, you must be motivated by a strong desire to help others and eager to learn. You must be coachable and adhere to the practice building playbook.