Careers
Why Join Parsec Financial?
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.
- Compensation
- Balance
- Benefits
- Philanthropy
- Culture
Five Primary Elements of Compensation
Base salary – We use industry peer studies to set our salary ranges for all positions.
Annual incentives – All full-time employees are assigned attainable goals each year. Assuming the firm meets revenue targets, bonus income is paid out on achieved goals.
Profit sharing plan – When Parsec succeeds, eligible employees succeed by participating in our profit-sharing plan.
Stock ownership – After one year of employment, eligible employees may purchase up to 20% of their annual base compensation in Parsec stock on a voluntary basis, which is then partially matched by the company.
Revenue credit – All eligible employees are rewarded for generating new business.
Work-Life Balance
We work hard and play hard. During the day we are dedicated to our clients and the business, but we take pride in the notion that come 5pm we transition back to our other responsibilities as a parent, spouse, friend and more!
Benefits
In addition to generous PTO and medical insurance, Parsec offers VTO (Volunteering Time Off). We also encourage further education by covering pre-approved costs associated with credentialing and continuing education.
Philanthropy
Happy Employees
As of November 1, 2020, our attrition rate is less than 3%. We provide a collaborative and positive work environment for our employees to thrive, and we have fun along the way!
Parsec Job Openings
Client Service Specialist (Charlotte, NC)
- 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.
- 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.
- 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.
- 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.
Executive Assistant (Asheville, NC)
- 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.
- Bachelor’s degree preferred.
- 1+ year of office experience preferred.
- Proficiency in Microsoft Outlook, Excel and other Office suite products.
- 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.
- 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.
