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 and the work location is in our office (Inverness area of Birmingham).
We are looking for someone with the following characteristics:
A CPA or CFP 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.
Competitive compensation and a two tiered, quantifiable bonus
A very flexible schedule and work environment. Part-time / full-time status is flexible
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.