Launch Your Financial Advising Career With Consolidated Planning

Calling recent college graduates with big goals and even bigger energy. Wondering how to turn your drive into a career that actually goes somewhere?

Enter the CP Launchpad Program – a fast paced, mentorship focused path designed for young professionals ready to build something real from day one.

Here at Consolidated Planning, our planning philosophy rooted in a people first approach helps you scale your business quicker. And the same is true when it comes to putting our advisors first for the benefit of their practice.

In this article, we’ll give you an overview of our new Launchpad program and why this is different from what you’ve seen to help you decide if you’re a good fit to apply for our program. 

What Is The Launchpad Program For Aspiring Financial Advisors?

A metaphorical launchpad refers to a situation, event, or experience that serves as a stepping stone to something greater or more important.

Our Launchpad is a program based in Charlotte, NC, and is designed for recent grads with degrees in finance, business, economics, or accounting. But more than what you hold a degree in – this program is for those with the right mindset.

That’s because this isn’t your sit-back-and-observe type of experience. 

It’s hands-on. 

It’s high volume. 

And it’s built for those who are serious about becoming successful financial advisors.  

Your success starts with action. The Launchpad Program is structured to immerse you in the world of financial advising. From the beginning, you’ll learn how to confidently:

• Prospect
• Handle objections
• Build relationships, and
• Close deals

All the things that are foundational for a thriving practice.

But, fear not, you won’t be thrown into the deep end alone – 1:1 mentorship is a cornerstone of this program. You’ll work closely with experienced advisors who started their own journeys just like you and are now thriving in the field.  

What Makes This Program Different For Financial Advisors?

We know from experience that you think you’ve heard this all before. But, we really are different when it comes to something as important as your livelihood for these reasons:

• Personalized mentorship from successful CP advisors 
• Access to existing client networks and target markets 
• Cutting-edge technology to boost productivity and outreach 
• Structured growth paths for young professionals 
• Hands-on learning for how to prospect, sell, and close confidently 
• Develop meaningful relationships with clients at all stages of their financial journey 

Moreover, you’ll also be supported by some of the best tools in the industry. We combine powerful tech platforms, targeted prospect lists, and custom research tools to give you a real edge in the market. Even better, you’ll gain access to a client base that’s already been segmented and selected for outreach. 

Is This The Right Path For Your Financial Advising Career?

If this sounds too good to be true – it’s not. But it is exclusive. You’re the right candidate if you’re:

• Proactive
• Entrepreneurial, and
• Comfortable pushing through discomfort. 

Because this is a fast-paced role, you’ll be expected to make a high volume of calls, think on your feet, and learn from client conversations in real time. 

So, if you’re ready to stop searching and start building, the CP Launchpad Program may be the launch point you’ve been waiting for. The only question left to ask is, are you ready to make your move?

 

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Exp. 2/2027