Executive CFO — Wealth Management & Fiduciary Strategy

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

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