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Employment Opportunities

 

Investment Professionals

 

FINANCIAL PLANNER - WINSTON-SALEM

Parsec’s mission is to help guide clients to financial security. We are hiring for the role of Financial Planner in our Winston-Salem office. The Financial Planner works directly with advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to advisors including data gathering, case design, scenario building, and financial plan development and implementation. Duties include interacting with clients to better understand their financial information, as well as attending client meetings with an advisor to present the financial plan.

The employee candidate must have their Certified Financial Planner designation, or another similar designation. A minimum of three years of experience in the investment management or financial advisory industry is required. The successful candidate must be able to demonstrate expertise in financial planning concepts and the ability to convey that knowledge comfortably, with clear verbal and written communication.  We seek an individual who expects to master their financial planner skills and move toward becoming a lead financial advisor on client relationships.  To that end, we are seeking someone who exhibits professionalism and confidence. Parsec values authenticity, expertise, accountability, teamwork, vision, and community. We are looking for a candidate who displays these values.

HOW TO APPLY:
Applicants should send a cover letter and résumé to:

Director of Operations
Parsec Financial
PO Box 2324
Asheville, NC  28802

Or email to news@parsecfinancial.com

Résumés without cover letters will not be read. No calls.

 

 

SENIOR FINANCIAL ADVISOR - CHARLOTTE

Parsec’s mission is to help guide clients to financial security. We are hiring for the role of Senior Financial Advisor in Charlotte, NC. 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 and résumé to:

Director of Operations
Parsec Financial
PO Box 2324
Asheville, NC  28802

Or email to news@parsecfinancial.com

Résumés without cover letters will not be read. No calls.

 

 

Support Professionals

 

CLIENT SERVICE SPECIALIST – ASHEVILLE

Parsec Financial is looking for a full time client service specialist in our Asheville, NC headquarters. Duties of the position include communicating with clients, managing paperwork, preparing client reports, and scheduling meetings. The client service specialist will work directly with one or more financial advisors, assisting with various inter-office, client-related and marketing tasks.

Ideally, a candidate has an interest in investments and wealth management. A bachelor's degree in business is preferable. The candidate must be professional and work well in a fast-paced team environment. Strong computer and technical capabilities are a must. A good work ethic, sense of humor and positive attitude are essential.

To be considered for employment all applicants must send in a résumé, as well as a cover letter that details salary requirements and why he/she is qualified. Before being hired, a candidate will be asked to submit to a criminal and credit background check.

HOW TO APPLY:
Applicants should send a cover letter and résumé to:

Director of Operations
Parsec Financial
PO Box 2324
Asheville, NC  28802

Or email to news@parsecfinancial.com

Résumés without cover letters will not be read. No calls.

 

 

CLIENT SERVICE ASSISTANT – ASHEVILLE

Parsec Financial is looking for a full time client service assistant at our Asheville, NC headquarters. Duties of the position include managing paperwork, preparing client reports, and assisting with phone coverage. The client service assistant will work directly with a team of financial advisors and client service specialists, assisting with various inter-office, client-related and marketing tasks. Ideally, a candidate has an interest in investments and wealth management. A bachelor’s degree in business is preferable. The candidate must be professional and work well in a fast-paced team environment. Strong computer and technical capabilities are a must. A good work ethic, sense of humor and positive attitude are essential.

To be considered for employment all applicants must send in a résumé, as well as a cover letter that details why he/she is qualified and salary requirements.  Before being hired, a candidate will be asked to submit to a criminal and credit background check.

HOW TO APPLY:
Applicants should send a cover letter and résumé to:

Director of Operations
Parsec Financial
PO Box 2324
Asheville, NC  28802

Or email to news@parsecfinancial.com

Résumés without cover letters will not be read. No calls.