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Personal Cfo Jobs (NOW HIRING)

QueensCare

Chief Financial Officer (CFO)

Los Angeles, CA · On-site

$265K - $325K/yr

About the role The Chief Financial Officer (CFO) serves as the primary steward of financial health for QueensCare and its affiliated organizations, helping ensure that every financial decision ...

QueensCare

Chief Financial Officer (CFO)

Los Angeles, CA · On-site

$265K - $325K/yr

About the role The Chief Financial Officer (CFO) serves as the primary steward of financial health for QueensCare and its affiliated organizations, helping ensure that every financial decision ...

QueensCare

Chief Financial Officer (CFO)

Los Angeles, CA · On-site

$265K - $325K/yr

About the role The Chief Financial Officer (CFO) serves as the primary steward of financial health for QueensCare and its affiliated organizations, helping ensure that every financial decision ...

CFS

CFO

Fort Wayne, IN · Remote

$140K - $160K/yr

Virtual Chief Financial Officer (VCFO) Salary: $140,000 - $160,000 Location: 100% Remote (U.S.-based) Step into a highly visible Virtual Chief Financial Officer role where you'll act as a true ...

Fort Fisher Aquarium

Chief Financial Officer

Raleigh, NC · On-site

$130 - $150/hr

Candidate Profile The ideal candidate will have the following professional and personal qualities, skills, and characteristics. Strategic Financial Acumen The CFO will have significant experience ...

B2B CFO

Fractional CFO

Manhattan, NY · Remote

$250 - $350/hr

Want to be a Fractional CFO Consultant instead of a W2 CFO? Desire a Career Transition? Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business?

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Personal Cfo information

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$52K

$261.5K

$400K

How much do personal cfo jobs pay per year?

As of Aug 15, 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 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.

Can a personal CFO work from home?

A personal CFO can often work from home, especially if their responsibilities involve financial planning, analysis, and reporting that can be done remotely using digital tools. However, some tasks such as meetings or document signing may require in-person presence or secure communication channels. The ability to work from home depends on the employer’s policies and the nature of the client’s needs.

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 is a typical personal CFO salary?

A personal CFO's salary typically ranges from $80,000 to $200,000 annually, depending on experience, client portfolio size, and geographic location. Senior or highly experienced personal CFOs working with high-net-worth individuals may earn higher compensation, often supplemented with bonuses or equity. Many also offer additional financial planning services and require strong skills in finance, investment management, and confidentiality.

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, 72% Full Time, 21% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $261,533 per year, or $125.7 per hour.

Chief Financial Officer (CFO)

CareSTL Health

Saint Louis, MO

Full-time

Medical, Retirement

Re-posted 24 days ago

Job description

POSITION TITLE: Chief Financial Officer (CFO)
REPORTS TO: President and Chief Executive Officer
CLASSIFICATION: Exempt
CareSTL Health is seeking a Chief Financial Officer to join our Executive Leadership Team. At CareSTL, you’ll find meaningful work, competitive benefits, and a team that values your expertise and your commitment to patient-centered care.
POSITION SUMMARY:
The Chief Financial Officer (CFO) directs the organization’s financial planning and accounting practices. As a member of the Executive Leadership Team, the CFO is responsible for implementing, reviewing and developing fiscal protocols, performance objectives, productivity benchmarks, compliance measures, workflow planning and scheduling. Also, the position serves as coach/mentor/trainer to staff, giving guidance in best practices, troubleshooting of services and fiscal issues in priority of urgency according to CareSTL Health policy and FQHC standards. The CFO will also represent the Center at required meetings with affiliated agencies. The CFO supervises the Fiscal Department (accounting, billing and registration) and is the chief fiscal spokesperson for the organization. The CFO reports directly to the President and Chief Executive Officer (CEO) and directly assists the Officers on all strategic and tactical matters as they relate to budget and investment management, cost benefit analysis, forecasting needs and the securing of new funding.
ESSENTIAL FUNCTIONS:
The following information is considered the definition of essential functions but does not restrict the tasks that may be assigned. The Chief Financial Officer may be reassigned duties and responsibilities at any time due to reasonable accommodation or other staffing reasons.
  • Assists the CEO, Officers and Key staff in developing and implementing the health center’s mission and strategic plan.
  • Demonstrates, through behavior, CareSTL Health’s care values of customer services, community, comprehensive, commitment and competence.
  • (1)Participates as a key member of organization’s Executive Leadership Team (ELT) to develop and maintain a strategic plan for the controlled growth, expansion, and/or development of programs and sites for CareSTL Health; solve existing and anticipated financial organizational problems; and formulate and/or revise policies that will enhance the achievement of the organization’s goals. Attends all ELT meetings with the overriding and ongoing goal of integrating financial aspects of care within CareSTL Health finances and services.
  • (2)Oversees Risk Management and directs the Quality Assurance and Improvement (QA amp;I) process for the Finance Department within CareSTL Health. The CFO is responsible for removing financial barriers to achieving quality in medical care and for reporting to internal and external committees and entities, as required.
  • (3)Oversee the management and coordination of all fiscal reporting activities for the organization including reporting and managing the cash flow process to meet the organization's needs, managing organizational revenue/expense and balance sheet reports, reporting to funding agencies, and developing and monitoring all organizational contract and grant budgets.
  • (4)Provide the Executive Leadership Team with an operating budget. Work with the Executive Leadership Team to ensure organizational success through cost analysis support, and compliance with all contractual and health center program requirements. This includes: 1) interpreting legislative and health care rules and regulations to ensure compliance with all federal, state, local and contractual guidelines, 2) ensuring that all government regulations and requirements are disseminated to appropriate personnel, and 3) monitoring compliance.
  • (5)Develop and maintain systems of internal controls to safeguard financial assets of the organization and oversee federal awards and programs. Oversee the coordination and activities of independent auditors ensuring all A-133 audit issues are resolved, and all 403(b) compliance issues are met, and the preparation of the annual financial statements is in accordance with U.S. GAAP and federal, state and other required supplementary schedules and information.
OTHER FUNCTIONS:
  • Attend Board and Subcommittee meetings; including being the lead staff on the Audit/Finance Committee.
  • Monitor banking activities of the organization.
  • Oversee all accounting, registration and billing activity for staff and participants.
  • Oversee the production of monthly reports including reconciliations with funders and pension plan requirements, as well as financial statements and cash flow projections for use by Executive Leadership Team, as well as the Audit/Finance Committee and Board of Directors.
  • Assess the benefits of all prospective contracts and advise the Executive Leadership Team on programmatic design and implementation matters.
  • Ensure adequate controls are installed and that substantiating documentation is approved and available such that all purchases may pass independent and governmental audits.
  • Serve as one of the trustees and oversee administration and financial reporting of the organization's Retirement Plan.
  • Investigate cost-effective benefit plans and other fringe benefits which the organization may offer employees and potential employees with the goal of attracting and retaining qualified individuals.
  • Assist in the design, implementation, and timely calculations of wage incentives, bonuses, and salaries for the staff.
  • Oversee Accounting and Revenue departments and ensure a disaster recovery plan is in place.
  • Oversee business insurance plans and health care coverage analysis.
  • Oversee the maintenance of the inventory of all fixed assets, including assets purchased with government funds (computers, etc.) assuring all are in accordance with federal regulations.
JOB REQUIREMENTS AND QUALIFICATIONS:
Education:
  • Bachelor’s Degree in Accounting
  • Master’s Degree in Accounting, Finance or related field
  • CPA preferred but not required
Experience:
  • A minimum of 10 years of experience in Accounting Environment (required)
  • A minimum of 5 years of executive financial management experience (required)
  • Experience with investment management (preferred)
Knowledge, Skills and Abilities:
  • Acceptable verbal and written communication skills
  • Acceptable team building and conflict resolution skills
  • Ability to develop departmental goals to align with the organizational Mission
  • Ability to integrate new health services into overall scope of services
  • Good ability of understanding written sentences and paragraphs in work related documents
  • Good ability in talking to others to convey information
  • Good ability in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
  • Good ability in considering the relative costs and benefits of potential actions to choose the most appropriate one
  • Very high level knowledge of the Microsoft Suite Programs (i.e. Word, Excel, Outlook)
  • Experience using Accounting programs and Project Management systems
  • Excellent skills in business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources
  • Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems
  • Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, and agency rules
  • Must be able to consider the relative costs and benefits of potential actions to choose the most appropriate one
  • Must be able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
  • Must be able to adjust actions in relation to others' actions
  • Must be able to delegate appropriately as well as take responsibility for the actions of supervised employees
Transportation Requirement:
  • Must have Reliable Transportation
Supervisory Responsibility:
  • The CFO supervises the Director of Accounting, Director of Revenue, and Financial Analyst Assistant
Additional Eligibility Qualifications (licenses, programs, certificates, pre-employment check and post and annual screening(s)
  • Copy of Bachelor’s Degree or Official Transcripts
  • Current Registration with the Missouri Family Care Safety Registry
Competencies: Incorporate basic competencies into all aspects of the position, including:
  • Organizational commitment: Aligns own behavior with the needs and priorities of the organization.
  • Leadership: Demonstrates confidence in serving as a champion in the formation and implementation of CareSTL Health objectives.
  • Service Orientation: Demonstrates a genuine desire to help others, especially those in need. Derives satisfaction from serving others. Understands people’s needs and overcomes obstacles in serving them.
  • Attitude toward change: Adapts to and works effectively with a variety of situations, individuals, and groups.
  • Personal effectiveness: Takes initiative to do more than is required in a job. Expresses self-confidence in stating opinions and when called upon to make decisions.
  • Achievement motivation: Sets challenging objectives and works to continually improve personal performance.
  • Learning orientation: Values and seeks opportunities to learn. Collects and uses information relevant to work-based problems.
  • Interpersonal and team performance: Builds and maintains positive relationships with people on the job. Listens effectively to understand others.
  • Values diversity: Treats all people with respect; seeks and considers diverse perspectives and ideas; provides a supportive work environment for a multicultural workforce; shows sensitivity to individual differences; treats others fairly without regard to race, sec, color, religion or sexual orientation; engages in personal reflection and development to address unconscious bias, demonstrates no tolerance for micro-aggressions; recognizes differences as opportunities to learn and gain by working together.
  • Quality focus: Minimizes errors and maintains high quality by checking or monitoring data and work and be developing and maintaining systems for organizing work and information. Actively explores ways to improve quality of output.
  • Problem-solving effectiveness: Uses data and analytical thinking to identify problems and develop solutions.
  • Task accomplishment: Acts resourcefully to ensure that work is accomplished within specified time and quality parameters. Is able to focus effectively on more than one task or project at a time.
  • Proven track record and requisite skill set: Has a demonstrated track record and/or possesses the requisite skill set required to accomplish the goals and objectives set forth by CareSTL Health. The skills and expertise required include health care financing, financial strategies, an understanding of government, regulations, policy and programs.
Position Type and Expected Hours of Work:
This is a full-time position. Days and hours of work are typically Monday through Friday, during normal business hours that the health center is open.
This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and/or activities may change at any time with or without notice.

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