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:
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 email@example.com