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Consolidated Planning

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LOVE it here - Business Development Associate Consolidated Planning Employee Review

5.0
5 Feb 2026
Recommend
CEO approval
Business outlook

Pros

Great people if you're on a good team!! Great mentors... people have been here for 30+ years, family members work here - it's a great atmosphere.

Cons

Any job as an independent financial advisor is going to suck. They have a lot of support here but lots of people still don't stick with it.

Explore other reviews about Consolidated Planning

5.0
27 June 2025
Recommend
CEO approval
Business outlook

Pros

Welcoming Environment Foster Learning experiences Encourage you to think critically implements a client first mentality that sticks

Cons

2nd half of the internship is entirely sales-focused

4.0
18 May 2026
Recommend
CEO approval
Business outlook

Pros

Very great company work I really enjoyed working here. Good benefits good time off.

Cons

No cons at this time I truly enjoyed working here

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