WORK WITH US

Timberchase Financial, LLC is accepting applications for a financial planner / advisor to act as lead advisor with existing clients. Please review our website to understand what we do and what is important to us.

Responsibilities of this position include:

  •     Lead and implement the financial planning process for clients
  •     Work with clients to document changes in their financial status
  •     Prepare investment policy statements and implement our established investment process
  •     Provide outstanding service to our existing clients on a personal and technical level.

This is not a marketing or sales position.

We are looking for someone with the following characteristics:

  •     A CFP or CPA designation is required
  •     At least five years experience in a client facing planning role is required
  •     Experience working in a fee-only RIA firm is preferred
  •     A commitment to the fiduciary relationship we have with clients is required
  •     Experience with industry portfolio accounting, financial planning, and CRM software is preferred
  •     Exposure to strategic passive asset allocation is preferred
  •     A personal commitment to helping others through the profession of financial planning.

We offer:

  •     Competitive compensation and a two tiered, quantifiable bonus
  •     A very flexible schedule and work environment
  •     Flexible benefits.

We are not considering the following:

  •     Virtual financial planning services which work for multiple firms
  •     Assistance from recruiting firms.
     

To confidentially explore working with us, please email Bryan Hancock at bryan at timberchase.net.