We are currently accepting applications for a full time Personal Financial Planning Assistant.
We are 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 are not influenced by any of the traditional conflicts of interest in our industry. Our work is collaborative in nature - with the client, their other advisors (CPA, attorney), and with our team. Please review our website to understand what we do and what is important to us.
THE POSITION:
Our new colleague will work with others on our team and the client to open new accounts, transfer investments from external custodians, transfer money to and from client accounts, work with clients on transactions, prepare for meetings, and participate in client meetings. Time will be spent managing client information, such as preparing information that will be used for financial plans. Additionally, this position will include working with industry technology tools, meeting with and talking with our clients, and collaborating with other team members and outside professionals, both in person and electronically.
WE ARE SEEKING SOMEONE WHO IS:
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 always 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.
An outstanding service provider to our existing clients on a personal and technical level.
Polished, professional, and will help maintain and increase the confidence our clients have in us.
Located in the Birmingham, Alabama area.
WE ARE SEEKING SOMEONE WHO HAS:
A Bachelor Degree or two years experience in a financial services firm in support of advisors or in banking.
Experience with opening accounts, transfers, titling is preferred.
Experience with account applications, transfers, and transactions at popular custodians, especially at Charles Schwab & Co., Inc. is welcome.
Experience with industry technology tools, especially popular client relationship management software, portfolio accounting, and financial planning software is welcome.
WE OFFER:
A professional, attractive office (Inverness Center Parkway) along with a flexible work from home policy.
A competitive salary, a generous retirement plan, PTO plan and a bonus plan.
A family friendly, very flexible work schedule.
An opportunity for advancement through a path toward the Certified Financial Planner (CFP) designation.
Please email your interest to Peyton Watts at peyton@timberchase.net and we will contact you if we are interested. Please, no phone calls or visits to our office.
