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Career Overview

At Consolidated Planning, we offer advisors an empowering environment and extraordinary wisdom to achieve their fullest potential.  We are passionate about our protection first philosophy and is the foundation of our planning.

As a Financial Representative (FR) you will  apply your problem solving skills to improve people’s lives. At the same time you will build a business of your own while providing financial confidence to the individuals, families, and business owners in your community.

If you have a desire to pursue a meaningful career that offers an integrated life, continuous professional development opportunities, while also providing rewards directly in proportion to your efforts, we invite you to explore the opportunity to become a Financial Representative.

At Consolidated Planning, you have the freedom to build your own financial services practice, helping clients while getting support and resources of a Fortune 250 Company.

Thoughts to consider…

 Our top Financial Representatives share four key personality traits: 

  • A Desire to Help Others: Successful FRs want to have a positive impact on others and make a difference in their community every single day.
  • An Entrepreneurial Spirit: They want to own a business and appreciate the ability to integrate their life and their business, to be present during all the important moments with their families yet dedicate the time and effort to building a business – on their terms.
  • Passion: They are passionate about the purpose behind their work and the value it brings to their clients. Our advisers are self-motivated to learn and pursue the best possible scenarios for each individual, family, or business they work with. 
  • Desire to Grow Professionally:  They each share a commitment to continued learning. They have the ability to work within their offices and their teams to continually grow their financial knowledge, all with the diligence required for lasting success and the attainment of a level of mastery. In essence, they understand and believe in the mantra of “Learn. Grow. Advance.”

Ready to learn more about our meaningful opportunity?  Take the first step…                                                                      

Consolidated Planning, Inc.

Becky Thompson

Phone: 704-552-8507â–ª beckythompson@cplanning.com