PREPARE FOR TAKE OFF
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 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.
As an investment 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.
- Triple your income within 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.
Ideal candidates for with role will have at least $20 Million in moveable assets under management. To succeed in this role, you must be coachable and fully embrace a comprehensive planning approach.
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