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
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Lead all financial functions, including accounting, financial planninganalysis (FP&A), budgeting, forecasting, and reporting
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Partner with the CEO and executive team to develop and execute the company's long-term financial strategy
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Build and maintain scalable financial infrastructure to support growth across wealth management, estate planning and tax entities.
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Provide insights and recommendations on business performance, profitability, and operational efficiency
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Oversee cash flow management, capital allocation, and financial risk management
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Ensure compliance with regulatory requirements and industry standards (RIA experience preferred)
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Manage relationships with external partners including 3rd party administrators, tax advisors, and banking institutions
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Develop KPIs and dashboards to monitor performance across organization.
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Evaluate potential M&A opportunities, partnerships, and expansion initiatives
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Lead, coach and develop and the finance and accounting team
Qualifications
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Bachelor's degree in Finance, Accounting, or related field (MBA or CPA strongly preferred)
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15+ years of progressive financial leadership experience, including senior-level roles
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7+ years of leadership experience
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Experience in financial services, wealth management, RIA, or a similar professional services environment preferred
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Proven ability to operate in a high-growth, entrepreneurial environment
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Strong analytical, strategic, and problem-solving skills
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Experience building financial models and supporting business scaling initiatives
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Exceptional leadership and communication skills with the ability to influence across all levels of the organization
Benefits
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$350,000 to $450,000 base salary plus bonus
- 401(k) with a matching contribution up to 13%.
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United Healthcare PPO medical coverage for employees, paid by the company.
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Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
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Generous holidays and PTO.
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Future career growth opportunity.
Come and join a team that is making a difference in their clients and employee's lives!
