Careers

Why Join Parsec Financial?

We help our clients, employees, and communities thrive. We enable people to thrive by helping them attain and maintain meaningful financial security.

We are a family-and-employee-owned company. As of December 31, 2021, 44 employees (70% of eligible employees; 63% of all employees) are shareholders, owning 46% of the firm. We truly care about the financial well-being of our clients and our company’s success!

About Parsec Financial

Parsec is a SEC registered fee-only financial advisory firm with $4.08 billion in assets under management as of March 31, 2022. Our financial advisors ― backed by a robust team of financial planners, client service specialists and investment professionals ― provide financial planning, investment management, tax planning and trust services. We also provide business retirement services to support employer-sponsored retirement plans. Founded in Asheville in 1980 by Bart Boyer, Parsec now serves 2,005 families and businesses with 78 employees in six offices across North Carolina.

Parsec Job Openings

Our current openings are below. Thank you for your interest!

We can only thrive as a company if we have the best employees on staff. We recognize that the financial services industry has an underrepresentation of people of color and women in its workforce, particularly in higher paid and leadership roles. We seek to improve the diversity of our staff as well as the inclusivity of our working environment. We welcome all qualified applicants to apply regardless of gender, race or religion. Think you’re a good fit for us, but don’t see an open position that suits you? Contact us at hr2@parsecfinancial.com and let us know why.

Client Service Assistant (Southern Pines, NC)

Parsec’s mission is to help guide clients to financial security. The Client Service Assistant is responsible for assisting the Client Service Specialists in the day-to-day servicing of clients and account maintenance.
The Client Service Assistant can expect to focus in the following:
  • Assist Client Service Specialists in preparing and processing all paperwork for client transactions, including but not limited to opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, etc.; communicate status of transactions to clients and the responsible Financial Advisor (e.g., when assets have transferred, when deposits are received, etc.).
  • Set up and generate client reports; generate client reports for taxes and client meetings; generate other periodic reports as requested/needed.
  • Maintain accurate notes and records in the CRM.
  • Assist with special/administrative projects as needed.
  • Cover tasks and responsibilities for other CSS/CSA and Receptionist when they are out of the office.
The Client Service Assistant position typically requires the following qualifications:
  • Bachelor’s degree preferred.
  • Proficiency in Microsoft Office, Excel and Office suite products.
  • Experience with CRM and portfolio management software preferred.
Job-Specific Core Competencies
  • Must be organized, detail-oriented and able to multitask.
  • Ability to work independently as well as be collaborative and able to work effectively with others.
Firm-Wide Core Competencies
  • Recognizes what tasks are most critical and gives those tasks more time, attention, and energy.
  • Is honest, open, and transparent.
  • Demonstrates a commitment to accuracy by delivering high quality, error-free work.
  • Maintains knowledge in given area of expertise.
  • Demonstrates ability to work successfully in an entrepreneurial, small company environment.
  • Highly adaptable to change and open to new ideas.
  • Clearly delivers the information associates need to understand to perform their jobs and to feel welcome as a part of the team and organization.
Please email a resume and cover letter to Parsec’s Director of HR at hr@parsecfinancial.com. Resumes without cover letters will not be reviewed. Please do not call about this opportunity. Thank you for your interest!

We have grown to 78 employees in six offices across North Carolina.

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