Careers

Why Join Parsec Financial?

Parsec is a family-and-employee-owned company. 70 percent of current employees are shareholders; 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 $3.427 billion in assets under management as of Dec. 31, 2020. 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 more than 1,800 households and businesses with 68 employees in six offices across North Carolina.

Parsec Job Openings

We have two current openings below. Thank you for your interest! Parsec recognizes 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 hr@parsecfinancial.com and let us know why.

Client Service Specialist (Charlotte, NC)

Parsec’s mission is to help guide clients to financial security. The Client Service Specialist is responsible for the day-to-day servicing of clients and account maintenance, serving as a key contact person for all account-related client requests.
The Client Service Specialist can expect to focus in the following:
  • Initiate and field client service calls; communicate status to the responsible Financial Advisor as needed.
  • Prepare and process 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.).
  • Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions, etc.).
  • Check custodian alerts daily and perform appropriate actions.
  • Set up and generate client reports; generate client reports for taxes and client meetings; generate other periodic reports as requested/needed.
  • Process required minimum distributions (RMDs).
  • Maintain accurate notes and records in the CRM.
  • Schedule client meetings as needed per advisor or client request.
  • Communicate with other professionals such as CPAs and attorneys on behalf of clients.
  • Assist with special/administrative projects as needed.
The Client Service Specialist position typically requires the following qualifications:
  • Bachelor’s degree preferred.
  • 1+ year of experience in client service and/or operations in the financial services industry (preferably with an independent registered investment advisory firm).
  • Proficiency in Microsoft Office, Excel and Office suite products.
  • Experience with CRM and portfolio management software preferred.
Job-Specific Core Competencies
  • Regularly exhibits high service standards that ensure client satisfaction and advocacy.
  • Speaks and writes in a clear, professional, and discernable manner.
  • Possesses a passion to help new and existing clients.
  • 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.
  • Provides the information people need to know to do their jobs and to feel good about being 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!

Executive Assistant (Asheville, NC)

Parsec’s mission is to help guide clients to financial security. The Executive Assistant is responsible for a variety of human resources, facilities, firm events, and compliance administrative duties. Tasks will include occasional administrative work for the firm’s management.
The Executive Assistant can expect to focus on the following:
  • Assist with special/administrative projects as needed.
  • Assist in the planning and coordination of firm wide events.
  • Keep Parsec’s internal intranet up to date.
  • Manage vendor and service provider relationships related to facilities with oversight of the Director of Resources.
  • Work with Dir of Resources to facilitate building maintenance, such as alarm systems, maintenance and renovation projects, parking, and facility cleaning.
  • Assist Dir of Resources with employee benefit changes and other HR tasks.
  • Assist Dir of Tech and Dir of Resources to coordinate new employee technology needs.
  • Maintain staff handbook.
  • Assist CCO with employee access to various software.
  • Manage the new employee onboarding process to ensure HR forms are completed.
  • Manage employee access permission under direction of CCO.
The Executive Assistant position typically requires the following qualifications:
  • Bachelor’s degree preferred.
  • 1+ year of office experience preferred.
  • Proficiency in Microsoft Outlook, Excel and other Office suite products.
Job-Specific Core Competencies
  • Speaks and writes in a clear, professional, and discernable manner.
  • Must be exceptionally 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.
  • Provides the information people need to know to do their jobs and to feel good about being 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 68 employees in six offices across North Carolina.

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