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 through a 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 and 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