Consolidated Planning Interview Process: What To Expect As A Candidate.

If you’re ready for a change at your current firm or are looking to change careers altogether, you might be wondering what our interview process looks like. 

Bringing on the right financial advisors is a top priority at Consolidated Planning, and our interview process reflects that.

In this article, you will learn the stages of interviewing as a financial advisor, how decisions on candidates are made, and if we might be the right fit for your career.

3 Stages of Interviewing to Become a Financial Advisor

The overall theme for these interviews will revolve around what it means to build a practice – your practice. Whether you’re a career changer or an experienced advisor, these interviews are meant to gauge how successful you can be by introducing our playbook to you which focuses on the fundamentals we know will drive results long term as an advisor builds a planning-oriented practice.

Stage 1: The Conversation

Initially, your conversation will start with a team member discussing the career path. You will speak with a representative of the firm about what it means to build a practice with Consolidated Planning. 

If you’re experienced in the business we’ll explore: the challenges you’re facing, the future you’re aiming for, and what your ideal, future practice looks like.

If you’re changing careers the conversation is based around: what we do for clients, our mission as a firm, and what you can expect for training for the hallmarks of a successful practice.

Stage 2: The First Interview

Your first interview will be with someone from the leadership team. Aside from building a connection, we will begin discussing how we will step into the future together. This means assessing what is ideal, bigger, better and more impactful for you and your career as well as what is less desirable – think what you don’t want to happen in your career.

You can come best prepared for this conversation by knowing why you want to be a financial advisor, what you want your career to look like, and what’s important to you in joining a firm.

Regardless of your experience level, there is always an initial interview via Zoom. Here we will discuss how you will help clients with a high level discussion of our unique planning process and how the firm’s mission is to help its advisors build a practice, in return helping the most clients.

As a career changer, you will meet 1-on-1 with a more recent financial advisor at our firm to better relate to what you will experience within your first few months and the first year. As a more experienced advisor, you will meet 1-on-1 with a seasoned advisor that more accurately reflects where you’ll likely be starting in your financial advising career at Consolidated Planning.

 

Stage 3: 2-3 Interviews

The latter half of the interview process consists of 2-3 interviews which will be scheduled at your pace, whether that’s within one week or several weeks. These interviews are typically hosted via Zoom and will include newer advisors for career changers and more seasoned advisors for our experienced candidates.

Here we will go more in depth on building a practice and how The Living Balance Sheet® (LBS) and our Planning Philosophy support the scope of your work at Consolidated Planning.

If a third meeting is scheduled, the goal is to review your potential market to connect the dots between your client base and earnings with a sample case in LBS. Understanding these correlations helps set realistic expectations and a framework for your career path.

What to Expect After Stage 3

Once you complete the interview process, the team comes together to make a decision. This decision making process boils down to a simple yes or no from those involved. We will come to this decision based on three questions, regardless of your experience level.

Do you understand the playbook we introduced?

Do you want to achieve the goals outlined in the playbook and more?

Are you capable of achieving it?

 

Is Consolidated Planning The Right Fit For Your Career Goals?

While the interview process is a commitment, it helps ensure that we are the right fight for you and vice versa. 

A strong firm and advisor fit means alignment with culture, values, planning process, and most importantly providing clients with what they have grown to expect from our advisors.

Ready for more? Start the conversation with our team to see if you’re ready for our interview process.

 

8367901.1 Exp. 9/2027

Consolidated Planning, Inc. is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive, Suite 200, Charlotte NC 28210, Phone # 704-5528507. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.