Financial Planner – Asheville
Parsec’s mission is to help guide clients to financial security. We are hiring for the role of Financial Planner in our Asheville 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. Experience with eMoney is an added plus. 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
PO Box 2324
Asheville, NC 28802
Or email to firstname.lastname@example.org
Résumés without cover letters will not be read. No calls.
Please check back for future openings.