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.

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JOB OVERVIEW

Experience level

Director

Location

California, MO

Occupation

Financial Managers

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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