Financial Planning & Services Franchises

A career in financial service can be both fulfilling and lucrative. You have the opportunity to help guide people's investments and savings so they can accomplish their life goals, within an industry that offers an incredible range of positions for a variety of skill sets. Depending on which aspect of financial services you wish to pursue, the industry is known for high compensation. Plus, a financial services franchise is an ideal business venture for someone looking for an investment with a low cost of entry.

Did You Know?

26% of all consumers in the United States used investment services in 2016.

SOURCE: Statista

By 2020, revenues of investment banking and securities in the US should reach about $113 billion.

SOURCE: Statista; US Census Bureau

The securities subsector expects a 12 percent increase in employment by 2018.

SOURCE: SelectUSA

U.S. asset managers control more than 47% of the global total for long-term conventional assets.

SOURCE: SelectUSA

SOURCE:
Statista

SOURCE:
Statista; US Census Bureau

SOURCE:
SelectUSA

SOURCE:
SelectUSA

Types of Financial Services Franchises

When it comes to a career in financial services, there is a wide range of positions and specialties for an entrepreneur to explore. Options include tax preparation, accounting, expense reduction, lending and funding, debt consolidation, real estate, wealth management and more. Which you choose will depend on your area of expertise or the category that you are most interested in learning more about and pursuing as a business.

Why Buy a Financial Service Franchise?

Opportunities abound in the financial services sector for a savvy and honest business person. If you have longed to start your own business helping others, this diverse field provides a wealth of options. Not only is it easy to determine if you are good at what you do in this category, but also a job well done offers significant financial rewards. Working as a franchisee gives you the tools and training to ensure that you find success in your career, while delivering successful outcomes to your clients.

First Time Considering a Franchise?

We recommend that you check out our Franchising F.A.Q. before getting started!

Financial Services & Planning Opportunities:

Own your own diversified finance business approving what banks decline and offering more competitive solutions on what banks approve. Six to Seven figure income potential. True recession resistant modal. Not a Franchise....

20k Minimum Cash Required

Want to earn big commissions in the lucrative financial industry but you lack the experience? Let Global Financial Training Program help you get started! With comprehensive training, marketing support and the potential to...

20k Minimum Cash Required

Don't settle - join the winning team! Liberty Tax Service has been setting the standard in the retail income tax preparation industry in Canada for over 14 years and counting. When you join our team, you will instantly...

30k Minimum Cash Required

Vernon Street Capital has been a leader in the finance industry for individuals to successfully own their own commercial, residential and business financing company. We have developed a one of a kind system that allows...

10k Minimum Cash Required

ClaimTek leads the billing industry, and it is booming! Doctors & Dentists need help now more than ever to maximize revenue and improve operational efficiency because of increasing rules & regulations: - No Experience...

20k Minimum Cash Required

Do you want to run your own business and earn big commissions in the lucrative insurance industry? Then contact Allstate today and ask about becoming an Exclusive Agent for Allstate in the New York area! As one of the most...

50k Minimum Cash Required

No Tax Experience? No Worries, Liberty Tax Service will teach you everything you need to know in this recession resistance franchise. We have one of the lowest cost franchises with very high returns. No wonder we're always...

50k Minimum Cash Required

Our franchise allows you to combine your extensive skills and experience with our Brian Tracy proven content to produce massive business improvement and individual success. Our coaches are passionate and energized by the...

50k Minimum Cash Required

The Ultimate Franchise Opportunity! IFG provides cash flow acceleration to their business clients by purchasing selected invoices at a discount. This is a financial service ‘White Collar’ franchise, usually run on a...

150k Minimum Cash Required

PADGETT is Canada's leading ACCOUNTING, TAX & PAYROLL franchise catering for the needs of small business for 50 years. To success-driven individuals, we provide a complete system, solid backup and support & the strength of...

40k Minimum Cash Required

Want to be your own boss, run your own business and have unlimited earnings potential? Allstate is looking for agency owners with a passion for helping people live a good life and building a good life for themselves. As an...

100k Minimum Cash Required

Always In Demand - While some businesses are at the mercy of the ups and downs of the market, our industry provides something that people always need. So even if the economy falters, there will always be demand for the...

100k Minimum Cash Required

Allstate is looking for motivated individuals who want to profit from the lucrative insurance industry in the Midwest! When you become an Allstate Exclusive Agent you will have the opportunity to operate your own business...

50k Minimum Cash Required

Allstate Insurance Company is a proven leader in the competitive field of insurance and financial services. Since 1931, we've built a legacy of innovation, service and success. We're ready to strengthen our position by...

100k Minimum Cash Required

Allstate's Southwest Region is looking for motivated and success-driven individuals in Arizona to join the lucrative insurance industry! As an Allstate Exclusive Agent, you will have the opportunity to operate your own...

50k Minimum Cash Required
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