Work With Us

Timberchase Financial, LLC is interested in having a conversation with you about your career and our ongoing needs.   If you are a Certified Public Accountant (CPA) with experience or interest in financial planning (especially if you possess the PFS certification), or a CERTIFIED FINANCIAL PLANNER™ professional (or have passed the CFP® exam), and you have some of the following skills, we  are interested in meeting you:     

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  • Client facing experience in a planning, tax centric, and fee-only model

  • A majority of your experience has not been in product sales or a commission based environment

  • A passion for helping people through the profession of financial planning

  • A commitment to the fiduciary relationship we have with clients in a the fee-only model

  • Experience with industry portfolio accounting, financial planning, and CRM software

  • Exposure to strategic passive asset allocation and an understanding of how capital markets work.

We are family owned, family friendly, offer competitive pay with a two-tiered quantifiable bonus and flexible benefits, and work very flexible hours.  At this time we are not looking for assistance with recruiting firms as we have retained a firm for open searches.

To confidentially explore working with us, please email bhancock@timberchase.net