Parsec Financial is looking for a Financial Advisor or Senior Financial Advisor in our Charlotte office. The advisor will be the primary manager of client relationships and will work on a team of other advisors. Responsibilities of the position include: managing existing client relationships by formulating and implementing advice, meeting with clients in person, communicating with clients in person or through phone/email, delivering financial plans, and developing new client relationships. The Advisor will also be expected to work with, train, and supervise other staff in client service delivery. The qualified candidate must have a CFP or similar designation and 3+ years of experience. If a candidate has an existing group of clients, additional compensation would be considered for client transitions.
To be considered for employment all applicants must send in a résumé, as well as a cover letter that details why he/she is qualified. Before being hired, a candidate will be asked to submit to a criminal and credit background check.
Applicants should send a cover letter with salary requirements and résumé to Director of Resources, Parsec Financial, PO Box 2324, Asheville, NC 28802 or email to email@example.com. Résumés without cover letters will not be read. No calls please.
Telecommuting is allowed.
About Parsec Financial
Our mission is to help you set financial goals; make sound investments in accordance with those goals, and to manage your investments over the long term, always keeping your objectives in sight.
Meeting our mission requires objectivity and independence. This is why we provide wealth management on a fee-only basis. Unlike broker-dealers, we do not sell insurance or investment products, nor do we receive commissions in exchange for recommending certain products. Instead, we earn our fees as a Registered Investment Advisor who must at all times act independently and exclusively in your interest.
This means that as our client, you have our exclusive allegiance. Your interests will never be compromised by the incentive of a commission or a limited selection of products and services. Our success is driven by yours.
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