Executive CFO — Wealth Management & Fiduciary Strategy

Posted 2 days ago

hiring advisorsCalifornia (MO)

Financial Managers Portfolio Management and Investment Advice

SENIORITY

Director

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About the role

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.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.