Financial Advisor/Senior Financial Advisor

5/14/2020
Parsec Financial
Mark Lewis
227 W Trade St Suite 1840 Charlotte, NC 28202 Phone: 828-255-0271
hr@parsecfinancial.com
Email
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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 hr@parsecfinancial.com. Résumés without cover letters will not be read. No calls please.