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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Executive CFO — Wealth Management & Fiduciary Strategy in california at Unknown Company
This position is listed as full time and onsite.