Becoming a Financial Advisor
Becoming a financial advisor can be an extremely rewarding career. You can make a tremendous impact in the lives of clients you serve and earn excellent income. Parsonex offers a new advisor development program to guide you on your journey of becoming a financial advisor and help you build a business positioned for long term success.
You can affiliate with a local branch or remotely. We pair you with a mentor who will coach you on your path to becoming a financial advisor. A mentor provides you the hands on training, support and experience you need to succeed. The first step to becoming a financial advisor is to get properly licensed and registered. Becoming a financial advisor who is successful requires a clear business and marketing plan, a professional development program that teaches the fundamentals, and a firm culture that supports your growth.
- To learn about becoming a financial advisor with Parsonex – Visit www.parsonexopportunity.com.
- Watch this informational video on Becoming a Financial Advisor.
Start as a Part-Time Financial Advisor
We believe in offering a GREAT part-time financial advisor opportunity! People from all walks of life can earn additional income while making a tremendous difference in the lives of clients they serve. For the majority of associates we recommend starting as a part-time financial advisor and transitioning to full-time – unless you are in a strong financial position or have an existing book of business which allows you to build your business without short term financial pressure.
Becoming a part-time financial advisor offers you the opportunity to:
- Learn the business and help families without the pressure
- Become properly licensed while you are learning
- Earn additional income to supplement your current job
- Help clients plan for their future and focus long term
- Build a client base and consistent income before transitioning careers
- Gain valuable experience before becoming a full-time financial advisor
- Grow the business at your own pace so that it fits your lifestyle
Becoming a financial advisor can be extremely challenging. The attrition rates for full-time financial advisors can be extremely high. Even if you choose not to begin as a part-time financial advisor we encourage you to focus on your ultimate long term goal: Build a business that services clients with excellence and pays you residual income. Eliminating upfront pressure to produce or earn at a particular level helps you build your business the right way. You can build stronger client relationships, focus on long term business success, and provide better service to your clients.
For more information on starting as a part-time financial advisor visit www.parsonexopportunity.com.
Opportunities for Experienced Financial Advisors
Some of our top advisors have joined Parsonex after years of experience with other firms. Our system is built on an independent, open-architecture, yet highly focused business system. According to many of the experienced advisors who have been with other firms for years, and have had significantly more success since joining Parsonex, the difference is our culture!
We believe in building a business where we treat our clients and our advisors like the business revolves around them…because it does! Our system allows you to be a personal producer, build a team of advisors if you so choose, or build a multi-branch enterprise. We believe in your potential and Parsonex reps help each other by sharing their experiences and systems that are working in different areas with one another. We believe in empowering our advisors with freedom and responsibility and promoting the entrepreneurial spirit. We recognize that people have different strengths and we work with you to develop a winning business plan for yourself.
Building a business (agency) offers you additional opportunities within the Parsonex system:
- Earn promotions based on team volume
- Overrides / Bonuses on your teams production
- Be rewarded for recruiting, training, and developing new teammates
- Create a consistent income with greater stability
- Potential to earn a higher income
- Additional incentives for contests, promotions, etc.
- Independence to run your own business within the Parsonex system
While we strongly encourage promotion from within our system, opportunities exist for seasoned veterans in the financial services industry to partner with Parsonex and grow their business.
Our Financial Planning Franchise Opportunity
The powerful systems that Parsonex affiliates have been using for years, is now available in a new and exciting franchise format. Franchise opportunities are available on an EXTREMELY limited basis. If you think you have what it takes to be a part of this groundlevel opportunity that utilizes proven systems, contact us!
If you are driven, coachable, want to help families in your community plan for retirement, enjoy leading a team of people, and are looking to purchase a franchise…we may have just the opportunity for you! Our innovative entrepreneurship platform empowers business owners to open a Parsonex Financial Services branch in their local communities.