WORK WITH US

CPA Financial Planner 
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 and the work location is in our office (Inverness area of Birmingham).

We are looking for someone with the following characteristics:

  • A CPA designation is required
  • At least five years experience in a client facing planning or tax role is required
  • A commitment to the fiduciary relationship we have with clients is required
  • Experience working in a fee-only RIA firm is preferred
  • Experience with industry portfolio accounting, financial planning, and CRM software is preferred
  • Exposure to strategic passive asset allocation is preferred
  • Exposure to DFA and CEG would be helpful
  • 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. Part-time / full-time status is flexible
  • 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.