Strategic CFO for Growth in Wealth Management

2 weeks ago


Newport Beach, United States Regal Executive Search Full time

A leading executive search firm in Newport Beach is seeking a motivated CFO to lead finance and accounting functions. You will collaborate with the Leadership Team and Board of Directors, focusing on growth strategies and financial management for high-net worth clients. Ideal candidates have 5-10+ years of relevant experience, a Bachelor's degree in Finance, Business, or Economics, and proficiency in Microsoft Office. This role offers the opportunity to drive significant financial outcomes within a dynamic organization.
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  • Newport Beach, CA, United States Regal Executive Search Full time

    A leading executive search firm in Newport Beach is seeking a motivated CFO to lead finance and accounting functions. You will collaborate with the Leadership Team and Board of Directors, focusing on growth strategies and financial management for high-net worth clients. Ideal candidates have 5-10+ years of relevant experience, a Bachelor's degree in Finance,...

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    Family Wealth Advisor, Aaron Wealth Advisors We seek an exceptional Family Wealth Advisor with demonstrated ultra-high-net-worth (UHNW) expertise to join our team. This individual will act as the primary relationship manager and strategic advisor to a select group of families, delivering holistic, multi-disciplinary wealth solutions in collaboration with...

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