Chief Financial Officer - 350-450K Base Salary Plus Bonus

About the role

Trajan® Wealth is a Registered Investment Advisor firm with over $3 billion in assets under management and advisement. The firm combines fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax under a fully integrated, in-house model.

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.

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