Chief Financial Officer

The Hiring Advisors LLC; California; On-site; USD 150,000 - 200,000; Full time

Job summary

A respected wealth management firm is seeking a Chief Financial Officer to join its executive leadership team in California. This role requires over 10 years of finance leadership, deep expertise in fiduciary environments, and a strong background in budgeting and forecasting. The CFO will oversee financial reporting, compliance, and risk management while advising the Board. This is an executive-level opportunity to shape long-term financial strategies within a stable, values-driven culture.

Qualifications

• 10+ years in senior finance or accounting leadership roles.
• Experience in wealth management or fiduciary environments.
• Strong background in budgeting, forecasting, and cost management.

Responsibilities

• Advise leadership and the Board on financial strategy and risk.
• Prepare and present financial reporting and forecasts.
• Oversee compliance with GAAP and regulatory standards.

Skills

Senior finance leadership

Budgeting and forecasting

Relationship-building

Knowledge of GAAP

Leadership

Education

Bachelor's degree

MBA or Master's in Finance/Tax

Job description

This is a career-defining CFO opportunity.

We’re partnering with a highly respected, multi-office wealth management organization seeking a Chief Financial Officer to join its executive leadership team. This role is ideal for a seasoned finance leader who thrives in complex, regulated environments, understands the nuances of fiduciary and investment operations, and brings both strategic vision and operational rigor.

The CFO will serve as a trusted advisor to senior leadership and the Board, with full ownership of the firm’s financial infrastructure, risk management, and long-term planning.

What You’ll Lead:

• Act as a key member of the executive team, advising leadership and the Board on financial performance, strategy, and risk
• Prepare and present financial reporting, forecasts, and insights to Boards and Audit Committees
• Partner with senior leaders on long-term planning, capital allocation, and organizational priorities
• Oversee all accounting and finance functions across the enterprise and its affiliated entities
• Ensure compliance with GAAP, regulatory standards, and audit requirements
• Lead annual budgeting, forecasting, and ongoing performance analysis
• Manage relationships with external auditors, regulators, and advisors
• Co-lead enterprise strategic planning initiatives focused on sustainable growth and shareholder value
• Oversee enterprise risk management, internal controls, and audit coordination
• Ensure appropriate insurance coverage and risk mitigation strategies are in place
• Provide leadership over corporate and client-related tax planning and compliance
• Oversee partnership accounting, investment funds, and related reporting
• Ensure alignment with fiduciary obligations, regulatory expectations, and best practices
• Lead, mentor, and develop finance and accounting teams
• Build a high-accountability, high-trust culture rooted in excellence and integrity
• Partner with external professionals while maintaining internal ownership

What We’re Looking For:

• 10+ years in senior finance or accounting leadership roles
• Deep experience in wealth management, trust services, fiduciary, or family office environments
• Strong background in budgeting, forecasting, and cost management
• Expert knowledge of GAAP and evolving accounting standards
• Experience interfacing with Boards, Audit Committees, and regulators
• Proven ability to build credibility with high-net-worth individuals and stakeholders
• Strong leadership, communication, and relationship-building skills

Requirements:

• Bachelor’s degree required; MBA or Master’s in Finance/Tax strongly preferred

Why This Role Stands Out:

• Executive-level visibility and influence
• Opportunity to shape the long-term financial strategy of a legacy organization
• Broad scope across finance, risk, tax, and governance
• Stable, values-driven culture with long employee tenure
• Meaningful partnership with leadership and the Board

📩 If you’re a senior finance leader with deep wealth management experience and are ready for a true executive seat at the table, let’s connect.

Apply directly or email [e-mail] for a confidential discussion.