Senior Financial Advisor

Immediately
Parsec Financial
Daniel Johnson
227 W Trade St Suite 1840 Charlotte, NC 28202 Phone: 828-255-0271
news@parsecfinancial.com
Email
Post Your Resume

Parsec Financial is looking for a 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 Senior Financial Advisor will also be expected to work with, train, and supervise other staff in client service delivery. 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 news@parsecfinancial.com. Résumés without cover letters will not be read. No calls.