Experienced Financial Advisors

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.

Consolidated Planning helps experienced financial advisors accelerate their growth by offering unparalleled support in all facets of your practice, from administrative to marketing to planning. Our time-tested processes and robust advisor resources are a potent combination for success. We establish your goals as an advisor and create your custom practice building playbook for success.

As an experienced financial advisor with Consolidated Planning, you will:

• Embrace a process-based planning approach and offer your clients 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 on your custom practice building playbook to triple your income in five years with the full backing 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).
  • Business case support from the Business Owners Strategic Solutions Team (BOSS).
  • Paperwork support from the New Business Hub.
• Thrive in a supportive and collaborative firm 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 want to achieve big goals.