Is currently a
College Junior (rising Senior)
Majors in
Finance, Financial Planning, Business, or Entrepreneurship
Also has
An entrepreneurial spirit, is self-motivated and committed to continual learning, and always strives to make a difference
We are looking for talented people who want to help others, where you’ll learn about the exciting entrepreneurial career as a financial advisor. In our internship, you will gain a realistic understanding of a career in financial services and obtain real-world experience alongside some of the best in the field.
– Andy Brincefield, CLU, ChFC, CFP®, President and CEO, Consolidated Planning
CP’s philosophy and how to have a process-first mindset approach to business
How to effectively use social media strategies in business
How to use the Living Balance Sheet (LBS) which is a key to planning success
The art and science of talking to people about their finance, how they treat money, and how they think
Hear from successful CP advisors who will tell their stories of success, how they run their business, and the language they use
Why “protection first”
How to create a business plan
Insurance, 401ks, investments, annuities, retirement planning, debt management and more
Savings, cash flow, debt, deductibles, and investment gains
The language used in client calls and understanding the timing of client calls
How to prospect
Financial organization, business planning, wealth building, and more!
Apply Now
Charlotte, NC
6115 Park South Drive
Ste 200
Charlotte, NC 28210
Atlanta, GA
3565 Piedmont Rd. NE
Bldg.4 Ste 340
Atlanta, GA 30305
Mt. Pleasant, SC
1036 Lansing Drive
Ste 200
Mt. Pleasant, SC 29464
I learned a lot of valuable information that I can apply personally and professionally.
– Bryce, 2023 intern at Consolidated Planning