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Personal Cfo Jobs (NOW HIRING)

CFS

CFO

Chicago, IL · Hybrid

Chief Financial Officer Chicago, IL | Hybrid | $140,000 - $170,000 Our client, a highly respected, mission-driven nonprofit organization, is seeking a Chief Financial Officer to join its executive ...

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$52K

$261.5K

$400K

How much do personal cfo jobs pay per year?

As of Jul 3, 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.

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 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 June 2026, with employment types broken down into 50% Full Time, and 50% Temporary. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $261,533 per year, or $125.7 per hour.

Chief Financial Officer - CFO

Mesa View Regional

Mesquite, NV

Full-time

Medical, Retirement, PTO

Posted 8 days ago

Job description

Chief Financial Officer - CFO
Mesa View Regional Hospital - Mesquite, Nevada

Mesa View Regional Hospital is your community medical provider, serving the Mesquite community and its residents with a full range of inpatient and outpatient care; diagnostic imaging; and emergency, medical and surgical care. We are your family, friends and neighbors, and we work with and for our community to provide quality healthcare that fits your life and lifestyle.

General Summary:
As a member of the Hospital's senior management team, the Chief Financial Officer (CFO) will participate in the financial and functional decision-making processes necessary for the successful attainment of the hospital's mission in addition to maintaining an awareness of changes in healthcare matters that could have an impact on the success of the hospital.

Duties and Responsibilities:

  • Overall financial operations of the acute-care facility including accounting, budgetary, audits, tax and other financial planning activities within the hospital organization, including management of respective department heads
  • Working with system management to develop and implement policies and procedures, short- and long-range goals, objectives and plans
  • Providing financial leadership to hospital managers, directors and officers that will enroll support, create ownership of goals, and encourage active participate in decisions that impact the hospital
  • Ensuring the hospital meets necessary financial regulatory and compliance requirements
  • Contributing financial expertise in the planning of new services that generate additional sources of profitable revenue
  • Managing costs by continually seeking data that will identify opportunities and take action to eliminate nonvalue costs in conjunction with the hospital's Chief Executive Officer and Chief Nursing Officer
  • Analyzing areas in planning, promoting and conducting organization-wide performance improvement activities
  • Representing the hospital at meetings including medical staff, hospital board of director meetings as well as relevant community meetings as needed
  • Participating in the hospital's monthly operation reviews as well as participating in corporate office meetings as deemed necessary
  • Responsible for the administrative aspects of leading the department/team to include budgeting, time approvals, staff evaluations and expense approvals
  • Other duties as required

Knowledge, Skills and Abilities: 

  • Ability to establish and maintain effective working relationships with hospital staff and community
  • Demonstrated ability to cope with and manage change, maintain relationships with emotional maturity and self-motivation
  • Experience to include strategic oversight with an emphasis on financial reporting analysis and cash flow management
  • Revenue cycle knowledge and problem-solving skills
  • Excellent verbal and listening skills
  • Ability to maintain confidential information concerning personal, financial or medical matters
  • Responsible for the administrative aspects of leading the department/ team to include budgeting, time approvals, staff evaluations and expense approvals

Work Experience, Education and Certifications: 

  • Bachelor's degree in accounting or finance from an accredited institution - Master's degree preferred
  • Previous CFO level or equivalent experience within an acute care environment required
  • 5+ years financial/accounting progressive managerial experience in acute-care environment required 
  • Critical access hospital experience preferred
  • Previous experience with a proprietary healthcare system highly preferred
  • Must be proficient in written and verbal communication skills
  • CPA preferred

Benefits:

  • Competitive salary and benefits package.
  • Opportunities for professional development and advancement.
  • Supportive work environment with a collaborative team.
  • Comprehensive healthcare coverage.
  • Retirement savings plan.
  • Paid time off and flexible scheduling options.
  • Student loan repayment program.

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