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Chief Advisory Officer Jobs (NOW HIRING)

Plancorp

Senior Tax Associate

Saint Louis, MO · On-site

$76K - $94K/yr

The Senior Tax Analyst, reporting directly to the Chief Advisory Officer, will assist with tax return preparation as well as tax planning for Plancorp clients throughout the year, including. the ...

Bakertilly

Principal, CFO Advisory

Tewksbury, MA · On-site

Baker Tilly is seeking a Principal to help grow our Office of the CFO (OCFO) Advisory practice. This role is designed for an experienced advisor, auditor, consultant, or finance leader who combines a ...

Baker Tilly

Principal, CFO Advisory

Tewksbury, MA · On-site

Baker Tilly is seeking a Principal to help grow our Office of the CFO (OCFO) Advisory practice. This role is designed for an experienced advisor, auditor, consultant, or finance leader who combines a ...

Bakertilly

CFO Advisory Services Principal

New York, NY · On-site

Principal, Office of the CFO (OCFO) Advisory Are you interested in joining one of the fastest-growing advisory practices in the country? Baker Tilly is seeking a Principal to help grow our Office of ...

Ascent CFO Solutions

Fractional CFO

Denver, CO · Remote

Strategic Advisory: Partnering directly with CEOs and executive teams to design, pressure-test, and ... Why Ascent CFO Solutions? We don't just offer gig work; we offer a premium ecosystem backed by a 15 ...

CFA Institute

Principal, CFO Advisory

Tewksbury, MA · On-site

The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. You will work side‑by‑side ...

Ascent CFO Solutions, LLC

Fractional CFO

Denver, CO · On-site +1

$120 - $140/hr

Strategic Advisory: Partnering directly with CEOs and executive teams to design, pressure-test, and ... Why Ascent CFO Solutions? We don't just offer gig work; we offer a premium ecosystem backed by a 15 ...

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Chief Advisory Officer information

See salary details

$41.5K

$151.2K

$269.5K

How much do chief advisory officer jobs pay per year?

As of Sep 13, 2026, the average yearly pay for chief advisory officer in the United States is $151,203.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,500.00 and $185,000.00 per year, depending on experience, location, and employer.

What does a Chief Advisory Officer do?

A Chief Advisory Officer (CAO) is a senior executive responsible for providing strategic advice and guidance to an organization’s leadership team. They often oversee advisory services, manage key stakeholder relationships, and ensure that the company’s initiatives align with its long-term goals. The CAO may also lead specialized teams and coordinate with other executives to support decision-making and drive growth. Their role is critical in shaping the direction of the organization and ensuring effective governance.

What are the key skills and qualifications needed to thrive as a Chief Advisory Officer?

To thrive as a Chief Advisory Officer, you typically need extensive experience in strategic consulting, leadership, and business development, often supported by an advanced degree such as an MBA. Familiarity with analytics tools, CRM platforms, and industry-specific advisory frameworks is crucial for driving client solutions and organizational growth. Outstanding communication, relationship-building, and problem-solving abilities distinguish top performers in this role. These competencies are vital to provide high-impact guidance, build client trust, and lead advisory teams effectively in complex business environments.

How does a Chief Advisory Officer typically collaborate with executive leadership and external stakeholders?

A Chief Advisory Officer (CAO) works closely with the executive leadership team to shape organizational strategy and provide expert guidance on key business decisions. The CAO often facilitates communication between the board, C-suite, and external advisors, ensuring that insights from various sources are integrated into the company’s strategic planning. Externally, the CAO builds and maintains relationships with industry experts, consultants, and regulatory bodies to keep the organization informed of trends and compliance requirements. This role requires strong interpersonal skills, as the CAO frequently leads cross-functional advisory committees and manages stakeholder expectations.

What cities are hiring for Chief Advisory Officer jobs?

Cities with the most Chief Advisory Officer job openings:

What states have the most Chief Advisory Officer jobs?

States with the most job openings for Chief Advisory Officer jobs include:

What are popular job titles related to Chief Advisory Officer jobs?

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Infographic showing various Chief Advisory Officer job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 5% Part Time, and 5% Contract. Highlights an 82% Physical, 6% Hybrid, and 12% Remote job distribution, with an average salary of $151,203 per year, or $72.7 per hour.

Managing Director - Wealth Advisory

Plymouth, MI • On-site

Waldron Private Wealth
Finance and Insurance • 11 - 50 employees
Learn more about Waldron Private Wealthexternal

Full-time

Posted 16 days ago

Job description

Waldron Private Wealth (Waldron) is looking for a Managing Director - Wealth Advisory to lead the performance, development, and service delivery of Wealth Advisors and Partners in Wealth Advisory teams. This role collaborates across firm leadership to promote growth of the firm while ensuring a high-quality, consistent client experience.
In this role you will:
  1. Lead the development and performance of Wealth Advisors and Partners, ensuring alignment with firm standards, expectations, and growth objectives.
  2. Drive consistency of client experience and advisory delivery across Wealth Advisory teams.
  3. Provide ongoing coaching and mentorship to Wealth Advisors and Partners to strengthen business development efforts, client relationship management, communication, and meeting leadership skills.
  4. Reinforce firmwide client service standards, advisory processes, and engagement expectations across advisors.
  5. Lead and support on-the-job training (OJT) for Wealth Advisors by coordinating exposure to client meetings, business development activities, and strategic discussions.
  6. Obtain and provide feedback on activities, presentations, and advisor performance to drive continuous improvement.
  7. Support the development of Wealth Advisors' and Partners' business development capabilities, including sourcing, networking, and relationship-building strategies.
  8. Serve as a senior resource to Wealth Advisors for client, prospect and COI related activities.
  9. Partner with Director of Wealth Advisory to align talent development and wealth advisory team strategy.
  10. Provide regular feedback to the Chief Advisory Officer regarding advisor performance, development needs, and readiness for advancement.
  11. Serve as a point of escalation for advisor-level client matters, as appropriate.
  12. Support internal training sessions, workshops, and development programs for advisors.
  13. Contribute to firmwide initiatives focused on advisor development, client experience, and service model improvements.

Education/Experience Requirements:
  • Bachelor's degree in finance or related field required.
  • CFP®, CFA®, JD, or other relevant professional designation required. Extensive experience may be considered in lieu of professional designation.
  • Minimum of ten (10) years of experience in Wealth Advisory required. Twelve (12) years preferred.
  • Minimum of five (5) years of experience managing a team of wealth advisors required. Specific experience in the RIA and/or Private Bank channel advising high-net-worth and ultra-high-net-worth client preferred.
  • Demonstrated experience leading, mentoring, and developing advisors or team members.
  • Demonstrated understanding of business development activities and coaching required.
  • Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

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