The Investment Advisor role is focused around the growth and acquisition of assets under management. By focusing on one of three unique Practice Playbooks to triple their income over five years, they provide expert advice to clients that leads to the implementation of investment products and services. Investment advisors may work solo without CP’s greenhouse or may work as part of a team within a team of other financial advisors.Contact Us
Consolidated Planning helps Investment Advisors grow their practice by adding comprehensive planning services to their product offerings. Our time-tested processes, combined with our robust advisor resources, will help to transform your practice into a multifaceted planning machine and triple your income within five years.
Please click below to submit your contact information. Our talent acquisition team will be in touch soon to discuss your career goals and the opportunity to align with our Practice Building Playbook.Contact Us