Overview Join to apply for the Chief Financial Officer role at Mission Wealth. Mission Wealth is hiring a growth-minded Chief Financial Officer to join our award-winning team. If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a finance professional with hustle and several years of leadership experience in finance. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our planning process ensures the pieces come together as clients’ lives unfold, providing a complete financial picture and confidence in their future. Base pay range: 300,000.00 / yr - 400,000.00 / yr Location: hybrid position based out of one of our offices. This is a full-time role with salary and equity opportunities. We offer competitive compensation packages including base salary, regional revenue shares, performance-based incentives, and a pathway to equity ownership; benefits include medical, dental, vision, 401(k) with profit sharing, volunteer time off, family medical leave, sabbaticals, wellness benefits, and ongoing education reimbursements.

Responsibilities

Financial Strategy & Planning – Develop and implement financial strategies to support growth and profitability; lead budgeting and forecasting; analyze financial data to provide insights to the executive team.

Accounting & Reporting – Oversee financial reporting for accuracy and compliance; ensure regulatory and tax compliance (GAAP and applicable standards); manage audits and internal controls.

Accounts Payable & Employee Reimbursements – Oversee AP processes; manage policies for reimbursements and expense reporting; ensure policy and regulatory compliance.

Facilities & Operations Management – Oversee facilities, vendor relationships, contract negotiations, and cost-control measures.

Leadership & Team Management – Lead and mentor the finance and accounting team; align financial goals with company objectives; communicate performance and risks to CEO and Board.

What You Bring as Chief Financial Officer

Bachelor’s degree in Finance, Accounting, Business Administration, or related field (MBA or CPA preferred).

10+ years of progressive financial leadership experience, preferably within the finance industry.

Strong knowledge of financial planning, accounting principles, and risk management.

Experience with financial reporting, budgeting, and internal controls.

Proven ability to lead teams and work cross-functionally with leadership.

Excellent analytical, strategic thinking, and decision-making skills; strong communication skills to present financial insights to stakeholders.

Job Details

Employment type: Full-time, salaried non-exempt

Location: Hybrid position based out of one of our offices

Job function: Finance and Sales

Salary: $300,000 - $400,000 annually plus equity compensation

Note: This description reflects the responsibilities and requirements for the Chief Financial Officer role at Mission Wealth and is intended to provide a clear overview of the position. No other external postings or alerts are included here.

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