Chief Financial Officer - $350-450K base plus bonus

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

The Chief Financial Officer (CFO) will serve as a key member of the executive leadership team, responsible for overseeing all financial aspects of the firm. This individual will play a critical role in driving financial strategy, optimizing operational performance, and supporting the company's continued growth and scalability.

The ideal candidate brings a strong background in financial leadership within a growth-oriented, multi-entity environment, with the ability to balance strategic vision and hands-on execution.

Duties and responsibilities

• Lead all financial functions, including accounting, financial planning & analysis (FP&A), budgeting, forecasting, and reporting


• Partner with the CEO and executive team to develop and execute the company's long-term financial strategy


• Build and maintain scalable financial infrastructure to support growth across wealth management, estate planning and tax entities.


• Provide insights and recommendations on business performance, profitability, and operational efficiency


• Oversee cash flow management, capital allocation, and financial risk management


• Ensure compliance with regulatory requirements and industry standards (RIA experience preferred)


• Manage relationships with external partners including 3rd party administrators, tax advisors, and banking institutions


• Develop KPIs and dashboards to monitor performance across organization.


• Evaluate potential M&A opportunities, partnerships, and expansion initiatives


• Lead, coach and develop and the finance and accounting team

Qualifications

• Bachelor's degree in Finance, Accounting, or related field


• Certified Public Accountant (CPA) license required


• 15+ years of progressive financial leadership experience, including senior-level roles


• 7+ years of leadership experience


• Experience in financial services, wealth management, RIA, or a similar professional services environment preferred


• Proven ability to operate in a high-growth, entrepreneurial environment


• Strong analytical, strategic, and problem-solving skills


• Experience building financial models and supporting business scaling initiatives


• Exceptional leadership and communication skills with the ability to influence across all levels of the organization

Benefits

• $350,000 to $450,000 base salary plus bonus


• 401(k) with a matching contribution up to 13%.


• United Healthcare PPO medical coverage for employees, paid by the company.


• Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.


• Generous holidays and PTO.


• Future career growth opportunity.

Come and join a team that is making a difference in their clients and employee's lives!