Work With Us

Work with the team at Timberchase Financial

We are currently accepting applications for a Paraplanner/CSR. This position is full-time, but we are open to part-time the first year.

We are a planning-centric wealth management firm, providing high-quality, value-added services for families. We do this on a fee-only basis which means our clients pay us directly, and we are not influenced by any of the traditional conflicts of interest in our industry. Our work is collaborative in nature - with the client, their other advisors (CPA, attorney), and with our team. Please review our website to understand what we do and what is important to us.

THE CSR POSITION:

The CSR will work with others on our team and the client to open new accounts, transfer investments from external custodians, transfer money to and from client accounts, work with clients on tranactions, prepare for meetings, and participate in client meetings. Time will be spent managing client information, such as preparing information that will be used for financial plans. Additionally, this position will include working with popular industry technology tools, meeting with and talking with our clients, and collaborating with other team members and outside professionals, both in person and electronically.

WE ARE SEEKING SOMEONE WHO IS:

  • Passionate about the value that financial planning brings to the lives of our clients.

  • Committed to the clarity that comes with a fee-only compensation model.

  • Committed to the fiduciary relationship with our clients which leads us always to act in their best interests.

  • Embracing of our core values of focus, personal connection, thoughtfulness, transparency, collaboration, and fiscal prudence.

  • Naturally process oriented and intentional.

  • An outstanding service provider to our existing clients on a personal and technical level.

  • Polished, professional, and will help maintain and increase the confidence our clients have in us.

WE ARE SEEKING SOMEONE WHO HAS:

  • A Bachelor’s degree in Business OR experience working in a financial services firm in support of advisors or in banking.

  • Experience with account applications, transfers, and transactions at popular custodians, especially at Charles Schwab & Co., Inc.

  • Experience with industry technology tools, especially popular client relationship management software, portfolio accounting, and financial planning software.

WE OFFER:

  • A professional, attractive office (Inverness Center Parkway) along with a flexible work-from-home policy.

  • A competitive salary, a generous retirement plan, PTO plan, and a bonus plan.

  • A family-friendly, very flexible work schedule.

  • An opportunity for advancement through a path toward the CFP®.

If you are curious about what we are doing, and would like to confidentially explore working with us, please email peyton@timberchase.net.

A note to recruiting firms: We have an established relationship with a recruiting firm and are not seeking help from any other firm at this time. We are also not seeking help from virtual outsourced services.