Careers

Why Join Parsec Financial?

Parsec is a family-and-employee-owned company. 80 percent of current eligible 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 $3.6 billion in assets under management as of March 31, 2021. 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 70 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.

2 Client Service Specialists (Asheville, NC | 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.
  • 2+ years 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!

Investment Research Analyst (Asheville, NC)

Parsec’s mission is to help guide clients to financial security and our investment process focuses on creating well-diversified portfolios for our clients. We utilize a mix of active and passive investments across asset classes and investment types, including mutual funds, ETFs, stocks, and bonds. The Research Analyst (RA) must be skilled in identifying, generating, and communicating relevant economic, market and security-specific research to aid in our investment process. The RA is responsible for compiling research reports and making investment recommendations to the Research Committee as overseen by the Director of Investment Management and Chief Investment Officer.
The Research Analyst can expect to focus on the following:
  • Create, update and present in-depth due diligence on covered securities for the Research and Investment Policy Committees (IPC).
  • Screen for new stock and fund ideas as well as maintain buy lists.
  • Develop and maintain model portfolios for different asset allocations from the list of buy-rated securities.
  • Develop and maintain stock and fund quant scoring systems.
  • Maintain quantitative ranking, recommendation history and performance tracking spreadsheets.
  • Generate content for advisors, clients, and marketing collateral as needed.
  • Create and present external and internal presentations on our research and economic outlook.
  • Other duties as assigned.
The Research Analyst position typically requires the following qualifications:
  • Bachelor’s degree preferably in finance, business, accounting, economics, or related experience.
  • Holds or is working towards obtaining the Chartered Financial Analyst (CFA) designation.
  • 2-4 years of experience in the financial services industry (preferably in a research capacity).
  • Strong communication and presentation skills.
  • Advanced proficiency in Microsoft Excel and PowerPoint; experience with CRM and portfolio management software programs a plus. Proficiency with FactSet preferred but not required.
  • Passionate about investing and helping guide clients to financial success.
Job-Specific Core Competencies
  • Must be analytically minded and interested in furthering their investment knowledge
  • Must be organized, detail-oriented and able to reprioritize tasks.
  • Utilizes organizational resources in a manner that encourages commitment and delivers results.
  • Does everything possible to meet goals and deadlines.
  • Is seen as a collaborative team player.
  • Regularly seeks out new opportunities to contribute.
  • Excellent written and verbal communication skills.
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 70 employees in six offices across North Carolina.

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