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Family Financial Jobs (NOW HIRING)

HRB

VP of Finance/CFO

Houston, TX · On-site

$250 - $500/hr

This role serves as the primary financial steward and strategic advisor to family principals, overseeing the coordination of accounting, tax compliance, systems infrastructure, wealth transfer ...

Csusystem

Student Financial Aid Counselor

Pueblo, CO · On-site

$42K - $45K/yr

Advise current and prospective students and families on all aspects of financial aid. This position will advise students about financial aid eligibility, application procedures, available financial ...

HRB

VP of Finance/CFO (Houston)

Houston, TX · On-site

This role serves as the primary financial steward and strategic advisor to family principals, overseeing the coordination of accounting, tax compliance, systems infrastructure, wealth transfer ...

Hayes Financial Talent Group

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Entry Level Financial Professional

Seattle, WA · Remote

$95K - $575K/yr

We are on a mission to change lives, change families and change communities through financial education and implementing financial planning solutions that build guaranteed wealth, retirement ...

Hayes Financial Talent Group

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Entry Level Financial Professional

Dallas, TX · Remote

$95K - $575K/yr

We are on a mission to change lives, change families and change communities through financial education and implementing financial planning solutions that build guaranteed wealth, retirement ...

Hayes Financial Talent Group

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Entry Level Financial Professional

San Francisco, CA · Remote

$95K - $575K/yr

We are on a mission to change lives, change families and change communities through financial education and implementing financial planning solutions that build guaranteed wealth, retirement ...

Hayes Financial Talent Group

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Entry Level Financial Professional

Houston, TX · Remote

$95K - $575K/yr

We are on a mission to change lives, change families and change communities through financial education and implementing financial planning solutions that build guaranteed wealth, retirement ...

Hayes Financial Talent Group

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Entry Level Financial Professional

Oklahoma City, OK · Remote

$95K - $575K/yr

We are on a mission to change lives, change families and change communities through financial education and implementing financial planning solutions that build guaranteed wealth, retirement ...

Hayes Financial Talent Group

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Entry Level Financial Professional

Chicago, IL · Remote

$95K - $575K/yr

We are on a mission to change lives, change families and change communities through financial education and implementing financial planning solutions that build guaranteed wealth, retirement ...

Hayes Financial Talent Group

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Entry Level Financial Professional

Columbus, OH · Remote

$95K - $575K/yr

We are on a mission to change lives, change families and change communities through financial education and implementing financial planning solutions that build guaranteed wealth, retirement ...

Hayes Financial Talent Group

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Entry Level Financial Professional

Richmond, VA · Remote

$95K - $575K/yr

We are on a mission to change lives, change families and change communities through financial education and implementing financial planning solutions that build guaranteed wealth, retirement ...

Hayes Financial Talent Group

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Entry Level Financial Professional

Los Angeles, CA · Remote

$95K - $575K/yr

We are on a mission to change lives, change families and change communities through financial education and implementing financial planning solutions that build guaranteed wealth, retirement ...

Guidehouse

Business Financial Manager

Arlington, VA · On-site

Job Family: Financial Management (FIN) Travel Required: Up to 10% Clearance Required: Active Secret What You Will Do: The Business Financial Manager will work with program leadership to review ...

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Family Financial information

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How much do family financial jobs pay per year?

As of Aug 22, 2026, the average yearly pay for family financial in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What does a family financial advisor do?

A Family Financial Advisor helps families manage their finances by providing guidance on budgeting, saving, investing, estate planning, and retirement planning. They work with clients to understand their financial goals and develop personalized strategies to achieve them. Additionally, they may offer advice on insurance, tax planning, and managing debt. Their goal is to help families improve their financial well-being and plan for a secure future.

What are some common challenges faced by family financial advisors when working with clients, and how can these be managed?

Family Financial Advisors often encounter challenges such as navigating complex family dynamics, balancing differing financial goals among family members, and addressing sensitive topics like inheritance or debt. Successfully managing these challenges requires strong communication skills, empathy, and the ability to mediate discussions to reach consensus. Advisors typically use structured processes, such as regular family meetings and clear goal-setting, to ensure transparency and foster trust. Collaboration with other professionals, like estate planners and tax advisors, also helps deliver comprehensive solutions tailored to the family's unique needs.

What are the key skills and qualifications needed to thrive as a family financial advisor, and why are they important?

To thrive as a Family Financial Advisor, you need expertise in financial planning, investment strategies, and personal finance, typically supported by a bachelor's degree in finance or a related field and certifications like CFP. Proficiency with financial planning software, portfolio management tools, and CRM systems is often necessary. Strong interpersonal skills, trustworthiness, and clear communication help you build lasting client relationships and effectively guide families through complex financial decisions. These skills are essential for delivering tailored financial advice and ensuring clients' long-term financial security.
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What states have the most Family Financial jobs?

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Family Financial jobs near you
Infographic showing various Family Financial job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 77% Full Time, 18% Part Time, and 3% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

VP of Finance/CFO

HRB

Houston, TX • On-site

$250 - $500/hr

Other

This job post has expired today. Applications are no longer accepted.

Job description

VP/Chief Financial Officer

Houston, Texas (in-office)

Compensation: Highly Competitive Base and Bonus (depending on desired experience)

Position Summary

Start-up, entrepreneurial $1B family office seeking an experienced Chief Financial Officer to lead all financial, tax, estate-planning, and reporting functions across a complex portfolio of family entities, trusts, partnerships, and investment vehicles.

This role serves as the primary financial steward and strategic advisor to family principals, overseeing the coordination of accounting, tax compliance, systems infrastructure, wealth transfer planning, trust administration and advisor relationships.

The CFO will act as the central point of contact among legal counsel, tax advisors, trustees, investment managers and auditors while ensuring the family's financial affairs are managed with precision, discretion, and long-term perspective.

Key Responsibilities Financial Leadership & Oversight
  • Lead the financial operations of the multi-family office and its affiliated entities.
  • Oversee accounting, financial reporting, cash management, budgeting and liquidity planning across multiple legal structures.
  • Monitor financial performance and maintain accurate reporting for family principals and stakeholders.
  • Establish and maintain best-in-class financial controls, governance practices, and reporting standards.
Tax Planning & Compliance
  • Direct all income tax, gift tax, estate tax, and generation-skipping transfer tax planning activities.
  • Coordinate with external tax professionals to ensure compliance and optimize tax outcomes.
  • Review tax strategies and identify opportunities to improve efficiency and wealth preservation.
  • Oversee preparation and review of tax filings across trusts, partnerships, LLCs, foundations, and individual family members.
Estate & Wealth Transfer Planning
  • Manage and coordinate sophisticated estate planning structures and strategies.
  • Work closely with legal advisors on trust administration, succession planning, and multi-generational wealth transfer initiatives.
  • Evaluate and maintain structures including:
    • Irrevocable trusts
    • Grantor Retained Annuity Trusts (GRATs)
    • Intentionally Defective Grantor Trusts (IDGTs)
    • Spousal Lifetime Access Trusts (SLATs)
    • Charitable Lead Annuity Trusts (CLATs)
    • Family Limited Partnerships (FLPs)
    • LLC and other family ownership structures
  • Assist in implementing valuation and transfer planning strategies designed to preserve and grow family wealth.
Advisor & Stakeholder Management
  • Serve as the primary liaison with:
    • Outside counsel and Tax Advisors
    • CPAs, Trustees, Investment managers , Auditors
    • Other professional service providers
  • Coordinate cross-functional activities among advisors and drive initiatives to timely resolution.
  • Challenge recommendations and advocate for the family's best interests when necessary.
Strategic Partnerships
  • Provide thoughtful and objective advice to family principals and next-generation family members.
  • Support strategic decision-making related to investments, tax matters, governance, and family wealth planning.
  • Identify risks, planning opportunities, and operational improvements across the family enterprise.
  • Foster trusted long-term relationships built on discretion, integrity, and exceptional service.
Experience/Qualifications
  • Entrepreneurial leadership skills and attitude
  • Ability to work to build something with Principals/Owners
  • See and do a great deal for the firm
  • Undergraduate degree from a top-tier university; advanced degree or specialized education in estate and trust planning (MST, LLM, or similar) a plus
  • CPA and/or JD strongly preferred
  • 10+ years of tax and accounting experience, ideally with a foundation at a Big 4 or large regional firm
  • Direct experience with a family office, private wealth platform, trust company, or ultra-high-net-worth family strongly preferred
  • Experience overseeing multiple entities, trusts, and family governance structures
  • Familiarity with investment reporting, portfolio structures, and alternative investments
  • Demonstrated expertise advising ultra high net worth individuals and families on individual income tax planning; gift and estate tax; generation‑skipping transfer tax; trust and fiduciary taxation; and multi‑generational wealth transfer strategies
  • Strong command of trust instruments, partnership and operating agreements, and complex entity structures
  • Proven ability to manage relationships with sophisticated external advisors and service providers
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