Job summary - The Family CFO is a lead advisor position that requires significant experience in the areas of investment management, tax planning, estate strategy, and financial planning. The Family CFO is ultimately responsible for client relationships, services delivered, and client satisfaction. Each Family CFO leads client meetings, performs technical investment, tax, and financial planning research, communicates recommendations to clients, assists Prairiewood's CPAs with client tax return preparation and reviews, and assists with creating technical content for Prairiewood's marketing processes. The Family CFO will lead a team which includes an Assistant Advisor and an Office Manager/Client Service Associate. The Family CFO is responsible for mentoring Assistant Advisors and developing their skillset to help them progress in their careers. Why join an independent registered investment advisor (RIA) firm? The independent RIA industry is a rapidly growing segment of the financial services industry. Independent RIAs are able to focus on individual client relationships without the burden of undue bureaucracy and red tape that is present in many non-independent firms. RIAs are free to structure their firms in ways that are uniquely tailored to providing the best service to their specific client base. Why join Prairiewood Wealth Management? Prairiewood Wealth Management is an RIA with a mission to help each of our clients keep more of what they make, make more with what they have, and create a legacy that will last beyond their lifetimes. Prairiewood was founded on six pillars. Fiduciary duty : Prairiewood is an independent RIA that is legally held to a fiduciary duty requiring us to put our clients' interests first at all times.

Fee-only :

Prairiewood is a fee-only firm which means we avoid all conflicts of interest inherent in commission-based compensation.

Independent :

Prairiewood is fully independent which means we have flexibility to serve our clients in the way that is best for them. Highly qualified : Prairiewood has a highly qualified team of professionals. Our family CFOs must have either a CPA, CFP, or CFA designation which ensures we provide high quality service to our clients. Tax integrated planning : Prairiewood provides comprehensive wealth management services and integrates tax planning throughout the process since nearly all financial decisions have tax implications. Generational service : Prairiewood is committed to hiring and training the next generation of qualified advisors so that we can be the last wealth management firm our clients will ever need. What are the benefits of working for Prairiewood Wealth Management? Prairiewood provides an attractive work environment for our employees in the following ways: No products to sell : Prairiewood does not sell proprietary products. We are completely free to recommend what is best for our clients. Service focused : Prairiewood advisors are paid for serving the firm's clients rather than bringing in new clients. Our goal is for our advisors to spend most of their time serving our current and prospective clients well rather than focusing their time on bringing in new clients of their own.

Team-based :

Prairiewood uses a team-based approach which ensures each employee has our experienced team of highly qualified professionals to support them as they serve clients. Strong relationships : Prairiewood serves as the family Chief Financial Officer (CFO) for our clients which leads to deep and long-lasting relationships with clients. What characteristics are necessary to succeed at Prairiewood Wealth Management? Successful Prairiewood employees have impeccable integrity, enjoy serving others, have a mindset of financial stewardship, and are driven to continuously improve their knowledge and abilities. They are also highly organized, communicate promptly, take pride in their work, are comfortable working on their own, take ownership of their responsibilities, and they can be counted on to follow through on their commitments.

Qualifications:

We are looking for a candidate who has 5+ years of experience in a lead advisor role that could transition into a Family CFO role after initial training in Prairiewood's processes. The Family CFO role typically requires the following qualifications: Bachelor's degree from an accredited college or university. Individuals applying must have a CFP, CFA or CPA designation 5+ years of experience providing financial advice. Excellent written and verbal communication skills with the ability to communicate complex financial concepts. Proficiency with Microsoft® Word, Excel, PowerPoint, and Outlook.

Salary and benefits:

Pay and benefits are competitive based on industry standards and experience level.

Next steps:

Our employees and our clients are our greatest assets. Accordingly, we are selective in who we hire to ensure Prairiewood remains a great place to work and clients receive quality service. If you are interested in learning more to see if you may be a good fit, please apply on Indeed and then we will send you our application. We look forward to connecting with you!

Job Type:

Full-time Pay:

$105,000.00 - $300,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Paid time off Professional development assistance

Work Location:

In person