Job Description. Job Description. We are a fee-only financial planning firm currently accepting applications for a full time Client Service Associate to work with others on our team to open new client accounts, transfer investments from external custodians, transfer money between client accounts, work with clients on transactions, and prepare for advisor-client meetings. This is a full time position in our Hoover, Alabama office. To read more abo...
Company Description. Timberchase Financial, LLC offers wealth management services and we assist clients with investment management, financial planning, tax mitigation, asset protection, and charitable giving. Our consultative approach involves collaboration with clients, their advisors, and our team of experts to address complex financial challenges and create a lasting legacy. We serve clients on a fee-only basis and hold to a fiduciary standard...
