Senior Financial Advisor

Immediately
Parsec Financial
Daniel Johnson
6 Wall St Asheville, NC 28801 Phone: 828-255-0271
news@parsecfinancial.com
Email, Mail
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Parsec Financial is looking for a Senior Financial Advisor in our Asheville 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. 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 salary requirements and 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.