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Personal Cfo Jobs (NOW HIRING)

Now CFO

Chief Financial Officer

Portland, OR · On-site

$170K - $185K/yr

Consulting CFO | Portland, Oregon $170,000 to $185,000 Base Salary DOE NOW CFO is seeking an experienced Consulting CFO to join our Portland team. This full time role is ideal for a hands on ...

Capital CFO+

Chief Financial Officer

Saratoga Springs, NY · On-site

$30 - $35/hr

Company parties Chief Financial Officer (PT and FT opportunities available) Job Title: CFO Pay rate: $35-$40 hourly rate, depending on experience; part-time and full-time opportunities available ...

Now CFO

CFO Consultant

Boston, MA

About NOW CFO NOW CFO is a leading provider of financial consulting services, dedicated to helping businesses achieve their financial objectives. We deliver expert guidance in financial reporting ...

Now CFO

CFO Consultant

Reno, NV · On-site

$180 - $260/hr

About NOW CFO NOW CFO is a leading provider of financial consulting services, dedicated to helping businesses achieve their financial objectives. We deliver expert guidance in financial reporting ...

Now CFO

CFO Consultant

Salt Lake City, UT · On-site

About NOW CFO NOW CFO is a leading provider of financial consulting services, dedicated to helping businesses achieve their financial objectives. We deliver expert guidance in financial reporting ...

Now CFO

CFO Consultant

Boston, MA

About NOW CFO NOW CFO is a leading provider of financial consulting services, dedicated to helping businesses achieve their financial objectives. We deliver expert guidance in financial reporting ...

Now CFO

CFO Consultant

Boston, MA · On-site

About NOW CFO NOW CFO is a leading provider of financial consulting services, dedicated to helping businesses achieve their financial objectives. We deliver expert guidance in financial reporting ...

Now CFO

CFO Consultant

Salt Lake City, UT · On-site

About NOW CFO NOW CFO is a leading provider of financial consulting services, dedicated to helping businesses achieve their financial objectives. We deliver expert guidance in financial reporting ...

Now CFO

CFO Consultant

Salt Lake City, UT

About NOW CFO NOW CFO is a leading provider of financial consulting services, dedicated to helping businesses achieve their financial objectives. We deliver expert guidance in financial reporting ...

Ascent CFO Solutions

Fractional CFO

Denver, CO · Remote

Fractional CFO - Ascent CFO Solutions What if your next executive role gave you the impact of a CFO seat, without the 70-hour weeks? Ascent CFO Solutions is expanding our bench of experienced ...

SNF Health Group

CFO Chief Financial Officer

Monsey, NY · On-site

$200 - $300/hr

CFO Chief Financial Officer - Nursing Home GroupJoin a premier provider of nursing home care, and take your career to the next level as our Chief Financial Officer! As the CFO Chief Financial Officer ...

Qurrent Inc.

$383 - $433/hr

Build pipeline aggressively through outbound prospecting, executive networking, ecosystem relationships, and personal CFO network activation. * Create and execute account penetration strategies ...

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Personal Cfo information

See salary details

$52K

$261.5K

$400K

How much do personal cfo jobs pay per year?

As of Sep 5, 2026, the average yearly pay for personal cfo in the United States is $261,533.00, according to ZipRecruiter salary data. Most workers in this role earn between $141,000.00 and $400,000.00 per year, depending on experience, location, and employer.

What is a Personal CFO?

A Personal CFO (Chief Financial Officer) is a financial professional who manages and coordinates all aspects of an individual’s or family’s financial life. This includes budgeting, investment management, tax planning, estate planning, retirement strategies, and risk management. A Personal CFO acts as a trusted advisor, helping clients make informed decisions to achieve their long-term financial goals. They often collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive and integrated financial planning.

What are the typical responsibilities of a Personal CFO, and how do they differ from traditional financial advisors?

A Personal CFO manages all aspects of an individual’s or family’s financial life, acting as a trusted advisor who coordinates between accountants, attorneys, investment managers, and other professionals. Unlike traditional financial advisors who may focus primarily on investments, a Personal CFO oversees cash flow planning, tax strategy, estate planning, risk management, and philanthropic goals. This role often involves proactively anticipating client needs, maintaining a holistic view of their finances, and regularly communicating with both clients and their other advisors to ensure all financial strategies are aligned. The position is highly collaborative and requires attention to detail, discretion, and strong interpersonal skills.

What are the key skills and qualifications needed to thrive as a Personal CFO, and why are they important?

To thrive as a Personal CFO, you need expertise in financial planning, investment management, and tax strategy, often supported by a degree in finance or accounting and certifications like CPA or CFP. Proficiency in financial analysis software, portfolio management tools, and accounting systems is typically required. Exceptional interpersonal skills, discretion, and proactive problem-solving help build trust and deliver tailored financial advice. These skills ensure clients receive comprehensive, strategic guidance to optimize their wealth and achieve long-term financial goals.

What is the difference between Personal Cfo vs Financial Advisor?

AspectPersonal CfoFinancial Advisor
CredentialsCertifications like CFP, CPA, or CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentWorks closely with high-net-worth individuals, managing comprehensive financial plansProvides investment advice and financial planning, often working independently or for firms
Employer & IndustryPrivate clients, wealth management firms, or as independent consultantsFinancial services firms, banks, or as independent advisors
Search & Comparison IntentPeople seeking comprehensive personal financial managementIndividuals looking for investment or financial planning advice

The main difference is that a Personal Cfo offers holistic, personalized financial management, including estate planning, taxes, and investments, while a Financial Advisor primarily focuses on investment strategies and financial planning. Both roles require similar credentials and often serve high-net-worth clients, but the scope of services differs.

More about Personal Cfo jobs

What job categories do people searching Personal Cfo jobs look for?

The top searched job categories for Personal Cfo jobs are:

Personal Cfo jobs near you
Infographic showing various Personal Cfo job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $261,533 per year, or $125.7 per hour.

Associate Director, Personal CFO Services

NorthPoint Search Group

Atlanta, GA • On-site

$140 - $210/hr

Other

Re-posted 19 days ago

Job description

Associate Director, Personal CFO Services

To Apply Now – email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io

Who: Senior accounting professionals with 8–12+ years of partnership or complex entity accounting experience and strong Sage Intacct expertise.

What: Lead complex partnership, trust, and multi-entity accounting for ultra-high-net-worth family structures within a Personal CFO Services environment.

When: Full-time leadership role within an expanding team.

Where: Hybrid or remote flexibility (details shared during interview process).

Why: Join a growing Personal CFO Services team and oversee sophisticated family office accounting structures in a high-impact, high-visibility role.

Salary: Competitive and commensurate with experience (details provided during interview process).

Role Overview

The Associate Director is a senior, hands-on accounting leader responsible for overseeing complex partnership, trust, and entity accounting. This role requires deep technical expertise, strong judgment, and the ability to independently manage intricate accounting workstreams in a fast-paced, high-expectations environment.

Key Responsibilities

  • Oversee partnership, trust, and complex entity accounting for ultra-high-net-worth family structures

  • Serve as subject-matter expert for Sage Intacct, including chart of accounts design and dimensional reporting

  • Lead Sage implementations, system conversions, and client onboarding initiatives

  • Review general ledger activity, reconciliations, allocations, and financial statements

  • Maintain partner capital accounts, allocations, contributions, and distributions

  • Prepare and review financial statements and supporting schedules

  • Present accounting structures and reporting matters in client meetings

  • Identify accounting risks and inefficiencies; recommend process improvements

  • Serve as escalation point for complex accounting matters

  • Support standardized accounting policies, procedures, and internal controls

Qualifications Required

  • Bachelor’s degree in Accounting, Finance, or related field

  • CPA strongly preferred

  • 8–12+ years of partnership, family office, public accounting, fund administration, or complex entity accounting experience

  • Deep technical knowledge of partnership accounting and financial reporting

  • Hands-on experience with Sage Intacct or similar enterprise accounting systems

  • Strong analytical skills and exceptional attention to detail

  • Ability to independently manage multiple complex workstreams

Preferred

  • Experience supporting ultra-high-net-worth families and multi-entity structures

  • Experience with accounting system implementations or data transitions

  • Strong written and verbal communication skills

To Apply Now – email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io

Associate Director leading partnership accounting and Sage Intacct operations for ultra-high-net-worth family office structures.

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About NorthPoint Search Group

Sourced by ZipRecruiter

NorthPoint Search Group is a full-service recruiting firm specializing in the placement of Top Tier professionals on a temporary, temp-to-hire and a direct-hire basis. We use a consultative approach to provide our clients with customized staffing solutions.

Industry

Recruiting and staffing services

Company size

1 - 10 Employees

Headquarters location

Atlanta, GA, US

Year founded

2003

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