Parsec’s mission is to help guide clients to financial security. We are hiring for the role of Senior Financial Advisor to work from one of our locations in Charlotte, Asheville, or Winston-Salem. The Senior Financial Advisor’s focus is managing client relationships, formulating and implementing advice, and soliciting and obtaining new clients. This position is the main contact for servicing an existing group of select, high-valued clients.
The employee candidate must have their Certified Financial Planner designation, or another similar designation. A minimum of five years of experience in the investment management or financial advisory industry is required. We are seeking someone who exhibits professionalism, confidence, and empathy. The successful candidate should possess a passion to engage with new and existing clients, and have a proven record of business outreach efforts and successes. He or she must be able to demonstrate expertise in financial planning concepts and the ability to convey that knowledge comfortably with clear verbal and written communication. The Senior Financial Advisor will collaborate with a team of professionals to deliver Parsec’s services. Parsec values authenticity, expertise, accountability, teamwork, vision, and community. We pride ourselves on our work-life balance. We are looking for a candidate who displays these values.
How to apply:
Applicants should send a cover letter with salary requirements and résumé to Director of Operations, Parsec Financial, PO Box 2324, Asheville, NC 28802 or email to email@example.com. Résumés without cover letters will not be read. No calls please.
This position could be based in Charlotte, Winston-Salem or Asheville.
Additional Salary Information: Salary commensurate with experience plus bonus potential and excellent benefits.
About Parsec Financial
Bart Boyer founded Parsec Financial Management in Asheville, North Carolina, in 1980. The firm added a Charlotte office in 1999 and the Southern Pines Location in 2014. Since its founding, the firm has grown dramatically, now formed by a team of 16 financial advisors. Parsec managed $2 billion as of December 31, 2016.
Our mission is to help you set financial goals; make sound investments in accordance with those goals, and to manage your investments over the long term, always keeping your objectives in sight.
Meeting our mission requires objectivity and independence. This is why we provide wealth management on a fee-only basis. Unlike broker-dealers, we do not sell insurance or investment products, nor do we receive commissions in exchange for recommending certain products. Instead, we earn our fees as a Registered Investment Advisor who must at all times act independently and exclusively in your interest.
This means that as our client, you have our exclusive allegiance. Your interests will never be compromised by the incentive of a commission or a limited selection of products and services. Our success is driven by yours.