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Consolidated Planning

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Lack of structure - Anonymous employee Consolidated Planning Employee Review

1.0
16 Feb 2022
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

The management makes it clear on day one what is expected of you. So, there is no confusion about what you need to do and when.

Cons

The workplace lacked structure, and it often led to problems for employees who were assigned huge and hard to achieve goals. The management needs to fix it.

Explore other reviews about Consolidated Planning

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.

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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