About Trajan Wealth
With over $2.5B 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 with estate planning through Trajan Estate and tax services through Trajan Tax.
As a fiduciary firm, we act solely in our clients' best interests. Every member of the Trajan team takes this responsibility seriously and is committed to delivering thoughtful, objective guidance that supports our clients' long-term financial success.
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 (MBA or CPA strongly preferred)
- 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!
