Parsec’s mission is to help guide clients to financial security. We are hiring for the role of Financial Planner for either our Asheville or Winston-Salem 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. 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 with salary requirements and résumé to Director of Operations, Parsec Financial, PO Box 2324, Asheville, NC 28802 or email to firstname.lastname@example.org. Résumés without cover letters will not be read. No calls please.
This position could be filled at our office in Asheville or Winston-Salem.
Additional Salary Information: Salary is commensurate with experience + bonus potential and excellent benefits.
About Parsec Financial
Bart Boyer founded Parsec Financial Management in Asheville, North Carolina, in 1980. The firm added a Charlotte office in 1999 and the Southern Pines Location in 2014. Since its founding, the firm has grown dramatically, now formed by a team of 16 financial advisors. Parsec managed $2 billion as of December 31, 2016.
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.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.