Chief Financial Officer (CFO)

Job Description

We are seeking an experienced Chief Financial Officer (CFO) and Wealth Manager to provide strategic financial leadership to an entrepreneur managing a diverse portfolio of businesses. This is a unique opportunity to work closely with a dynamic CEO/President engaged in various business ventures spanning consumer services, global enterprises, real estate investments, and consumer products. As CFO, you will be responsible for developing and aligning financial strategies to support the growth and financial objectives of multiple businesses. Key responsibilities include investment planning, retirement and estate planning, tax optimization, cash flow, and risk management. Candidates can be based in either Northern California or the Dallas, Texas area. This position will be expected to meet with the leadership team once or twice a month. Salary Range: $300,000 - $375,000 DOE.

The qualified candidate will have proven experience in investment planning for multiple businesses at various stages of development and the ability to create tailored financial plans that address complex organizational goals. Willingness and ability to travel between Sacramento, CA, and Dallas, TX is required.

PRIMARY RESPONSIBILITIES:Manage a portfolio of private high-net-worth clients, including financial planning, investment planning, and retirement planning.Conduct thorough financial assessments to understand client's current financial situations, goals, and risk tolerance.Implement controls and structure and financial forecasting for multiple businesses.Provide advice on investment strategies, asset allocation, and risk management.Recommend and manage investment portfolios in accordance with client's risk tolerance, investment horizon, and financial goals.Stay informed about market trends, economic conditions, and investment products.Collaborate with the CEO and legal professionals to develop estate plans that align with client wishes and minimize tax implications.Guide retirement accounts, pension plans, and other relevant financial instruments.Assess and address potential risks to client's financial well-being, such as market volatility, inflation, and unexpected life events.Ensure compliance with regulatory requirements and industry standards.Perform other duties as assigned.SKILLS & QUALIFICATIONS:

Master's degree in finance or business required.Professional certifications such as CFA are preferred.8-10 years of experience in wealth management or financial planning.Proven performer working with investments, private equity, or VC firms.Strong knowledge of financial markets, investment products, and financial planning strategies.Excellent communication and interpersonal skills.Entrepreneurial mindset and demonstrated ability to support emerging growth and companies undergoing rapid and significant change.Must be able to travel nationally 10% of the time.

Meet Your Recruiter

Karleen Rocheleau

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