Parsec Financial is looking for a Senior Financial Advisor for our Southern Pines, NC office. The advisor will be the primary manager of client relationships. 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. Of particular importance, the firm is seeking an individual who would both be committed to working in the Southern Pines area, and who has an existing group of clients that he/she may be able to transition to Parsec. Additional compensation would be considered for client transitions. The qualified candidate should have a CFP or similar designation and 5+ years of experience.
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.
How to apply:
Applicants should send a cover letter and résumé to Director of Operations, Parsec Financial, PO Box 2324, Asheville, NC 28802 or email to email@example.com. Résumés without cover letters will not be read. No calls.
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 acc...ordance 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.