Advisors who are experienced in the industry can partner with Parsonex Financial Services in order to grow their businesses.
By affiliating with an existing office, advisors can build their client base while utilizing the services and support of a local branch.
By keeping expenses low and support high, senior advisors can maximize their profitability and focus their efforts on nurturing client relationships and attracting new clients.
Experienced advisors who want to develop a team can apply for affiliation as a sales manager in a branch.
Sales managers work with associate advisors, providing them guidance, field training and serving as a mentor during the initial phases of their development.
Building a sales team is a lot of work but has unique financial and personal rewards for those who choose to invest themselves in the development of the next generation of financial advisors.
Advisor Apprenticeship Program
Learn the trade… part-time
Through our advisor apprenticeship program we offer a unique and flexible training program for professionals new to the industry.
Using a combination of online, classroom, and field training we develop associates by partnering them with a Senior Advisor/Sales Manager who mentor and guide you through the startup process in financial services.
Our firm uniquely allows associates to transition into the business by starting part-time. This allows advisors to learn the business without giving up the safety and security of their current job.