Work With Us

Work with the team at Timberchase Financial

Timberchase Financial is 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 do not accept incentives or commissions from financial product providers, minimizing conflicts of interest. Our work is collaborative in nature - with the client, their other advisors (CPA, attorney), and with our team. Please review What We Do to understand what is important to us.

We are currently open to meeting individuals who are interested in working with us. While we do not always have a position open, we anticipate that we will and like to meet like-minded individuals.

WE ARE SEEKING PEOPLE WHO ARE:

  • 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 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, attentive to details and proactive in approach to solving problems.

  • Pleased to work in a collaborative team environment.

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

  • The Client Service Associate works with others on our team and the client to open new accounts, transfer investments from external custodians, transfer money between client accounts, work with clients on transactions, and prepare for advisor-client meetings. Time will be spent managing client information, such as preparing information to be used for financial plans. Additionally, this position will include working with industry technology tools and collaborating with other team members and outside professionals, both in person and electronically.

    This is a full time position in our Hoover, Alabama office.

    WE ARE SEEKING SOMEONE WHO HAS:

    • A bachelor’s degree or two years’ experience in a bank or financial services firm in a similar support role.

    • Polished and professional communication skills, both written and verbal.

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

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

  • We regularly enjoy having a student intern from a local university. Interns assist our team in managing client data and help with digital marketing or other projects. Interns work about ten hours per week during school semesters. The work location is our office (Inverness Center Parkway), and work hours are flexible.

    The ideal internship candidate is:

    • a junior or senior finance major.

    • interested in a career in fee-only financial planning.

  • The financial planner is committed to providing transparent, unbiased, and client-centered financial advice by working with our clients' best interests in mind, building a relationship on trust and objectivity. This person regularly reviews all aspects of the client's financial landscape, including insurance, estate planning, charitable giving, and tax planning. The planner meets with each client regularly, making recommendations that align with their goals and needs.

    WE ARE SEEKING SOMEONE WHO HAS:

    • A Bachelor’s degree in Business.

    • Passed the CFP® exam.

    • Polished and professional communication skills, both written and verbal.

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

  • The office assistant is a polished professional who supports the administrative functions of the firm toward high client satisfaction and firm growth. Responsibilities include:

    • Providing exceptional hospitality, creating excellent first impressions to everyone who engages our firm calling on the telephone and visiting our office.

    • Maintaining our office location and making a warm and welcoming environment for our visitors.

    • Supporting other staff in creating, generating, and filing documents, assisting with data-entry and other general firm projects.

    WE ARE SEEKING SOMEONE WHO HAS:

    • A Bachelor’s degree in Business OR at least 2 years’ relevant experience, preferably in a finance, law, or accounting firm.

    • Polished and professional communication skills, both written and verbal.

WE OFFER:

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

  • A competitive salary, a generous retirement plan, health insurance, PTO plan, and a quantifiable profit share bonus plan after one year.

  • A family-friendly, very flexible work schedule.

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

A note to recruiting firms: We are not seeking help from a firm at this time. We are also not seeking help from virtual outsourced services.