Part-Time Personal CFO for High-Net-Worth Families
Innovative Outsourcing
Innovative Outsourcing is seeking a part-time Personal Finance Manager in a metro-Atlanta financial firm that serves high-net-worth clients. You will act as a personal CFO handling accounting needs, assist with tax preparation, and support insurance, rental properties, and more. The role offers roughly 25 hours per week with a flexible schedule during normal business hours. Occasional in-person visits to clients’ homes in Buckhead, Midtown, and Northside Drive are required, with meetings at ROAM #J-18808-Ljbffr Innovative Outsourcing
$130k - $175k
...Quality, Objectivity, Fun, Personal Reward, and Inclusive... ...and international high net worth individuals, serving as... ...processes, i.e. timely posting of all financial... ...functions for specific families that includes; accounts... ...sick time (prorated for part time employees), ten...Part timePersonalHigh net worthPrivate practiceWork at officeFlexible hours- ...Associate Director, Personal CFO Services Who: Senior accounting professionals with 8–12... ..., 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...PersonalHigh net worthFull timeWork at officeRemote work
- ...your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling... ...accounting related to clients personal assets Reconciliations of bank statements... ...core self-management skills: time management, organization,...PersonalHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
$38 - $40 per hour
..., a metro-Atlanta financial firm that caters to high-net-worth clients, is looking for a Permanent, Part-time Personal Finance Manager to join its team. This individual will act as a personal CFO to some clients' family units to handle their accounting needs, assist with...Part timePersonalHigh net worthHourly payPermanent employmentFull timeRemote workWork from homeHome officeFlexible hours- ...end reporting to ensure accuracy, timeliness, and a high standard of client service. Support a range of family office activities, including gifting, charitable... ...disbursements, and related controls to ensure accurate and timely processing. Review reconciliations, resolve...PersonalWork at office
$17 per hour
We are the Shirley family in Atlanta, Georgia, and we're seeking a compassionate part-time elder care provider to join our family. We... ...experienced in home care and personal care to ensure our loved one receives... ...hospice and respite care is highly valued, as is the ability to...Part timePersonalHourly pay$75k - $160k
...clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations... ...grow professionally and personally, from our training and... ...offerings, as it is a core part of providing a strong... ..., non-temporary, full-time and part-time US employees...Part timePersonalHigh net worthFull timeTemporary workLocal area$25 per hour
Elaine's family in Atlanta, Georgia is seeking a compassionate elder care provider to join our household. We are looking for someone who can offer both companion services and personal care on a full-time or part-time basis. The ideal candidate will assist with daily...Part timePersonalHourly payFull timeLive outFlexible hours$110k - $130k
...through regular, high-touch engagement,... ...approaches in real time. WHAT YOU’LL DO... ...relationships with high-net-worth individuals and... ...weekends as needed. Personal Characteristics... ...increase with tenure. Part-time employees are... ...and $8,000 for families. Dental and...Part timePersonalHigh net worthFull timeTemporary workLocal areaImmediate startFlexible hoursAfternoon shift$75k - $160k
...clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations... ...grow professionally and personally, from our training and... ...offerings, as it is a core part of providing a strong... ..., non-temporary, full-time and part-time US employees...Part timePersonalHigh net worthFull timeTemporary workWork at officeLocal area- Corient Private Wealth LLC. is seeking a Manager, Personal CFO in Atlanta, GA. This role involves leading client financial management and overseeing accounting processes for individuals and trusts. The ideal candidate has a Bachelor's degree in Accounting or Finance and...PersonalWork at office
$150k - $225k
...Advisory) Overview A&M CFO Services work with... ...plans and communicating timely with client Ability to... ...industry CPA certification highly preferred The salary... ...off including vacation, personal days, seventy-two (72)... ...sick time (prorated for part time employees), ten...Part timePersonalWork experience placementInterim roleFlexible hours- ...Advisors, managing a portfolio of high-net-worth clients. Working closely with... ...activities may change from time to time.1. Will serve as the... ...responsive and personal service to Wealth clients while... ...of hire and by full-time or part-time status) during their first...Part timePersonalHigh net worthFull timeWork at officeLocal areaFlexible hoursShift workDay shift
$100k
...distance and manage the other parts of your business remotely.... ...wealth management solutions to high-net-worth prospects. You will report to... ...prospects to evaluate their personal financial situation and provide... ...Leave, $10,000 fertility, family forming, and hormonal health...PersonalHigh net worthWork at officeLocal areaRemote work- ...Advisors managing a portfolio of high net-worth clients. Closely works with... ...reports and ensuring timely updates to book management data... ...responsive and professional personal service to Wealth clients.... ...of hire and by full-time or part-time status) during their first...Part timePersonalHigh net worthFull timeWork at officeLocal areaFlexible hoursNight shift
- ...largest privately held, family-owned companies in the... ...Office is a rare and highly visible opportunity to... ...engagement, and personalized service delivery into... ...model Partner with the CFO to define priorities,... ...Experience working with high-net-worth individuals or complex...PersonalHigh net worthWork at officeWork from homeWorldwide
- ...engagements by managing and delivering timely and accurategovernmental... ...andRegulations, Ongoing Best Practice and High-Performance Government Accounting... ...are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial...PersonalFull timeWork experience placementWork at officeLocal area
- ...individuals, multi-generational families, fiduciaries, and more. Our... ...and consulting related to personal, partnership, trust, estate,... ...charitable entities managed by ultra-high net worth clients. The Private Client... ...client relationships as part of the proposal processParticipating...PersonalHigh net worthFlexible hours
$124.7k - $179.5k
CFO Advisory, Accounting Advisory Manager... ...restrictions/restricted net assets, and grants/... ...work and the time to enjoy your life... ...offer a comprehensive, high-quality benefits... ...to enhancing your personal and work life and providing... ...you and your family with a measure of financial...PersonalFull timeWork experience placementLocal areaRemote work$30 - $35 per hour
...Household Manager & Family Assistant Location: Brookhaven, GA 30319 Employment Type: Part-time | 15–20 hours per week Schedule: Tuesday... ...will be provided for use of personal vehicle. Start Date: ASAP... ...: We are a hardworking, high-achieving household where two...Part timePersonalHourly paySeasonal workImmediate startWeekend workAfternoon shiftWeekday work- ...become an integral part of a dynamic team at... ...team helping high-profile clients understand... ...on ultra-high net-worth individual, trust and... ...worth individuals and Family Offices Serve as... ...a robust suite of personal well-being benefits... ...provides Personal Time Off per fiscal year...PersonalHigh net worthPrivate practiceWork at officeLocal area
- ...Serve as primary relationship advisor for high net worth and ultra-high net worth wealth... ...solutions. Utilize objective and sound personal financial planning and financial advisory... ...based on date of hire and by full‑time or part‑time status) during their first year of...Part timePersonalHigh net worthFull timeWork at officeLocal areaShift workDay shift
$52k - $56k
...lives of children and families nationwide through innovative... ...professional growth, personal development, and a... ...Services are provided by highly trained Family Intervention... ...with each family 3 times a week, scheduled at the... ...1 week paid vacation (part-time) ~12 paid sick days...Part timePersonalFull timeInternshipWork at officeLocal areaFlexible hours$153.71k - $260.68k
...FL, US Rochester, NY, US Fort Worth, TX, US New York, NY, US Los... ...US Company: Black & Veatch Family of Companies As an employee-... ...Relocation eligible : No Full time/Part time : Full-Time Project... ...empowered to drive not only their personal growth, but the company's...Part timePersonalFull timeWork experience placementInterim roleWork at officeLocal areaRelocationHome officeVisa sponsorshipFlexible hours$174.32k - $261.48k
...Bank at Citi (CPB) is part of the Institutional Clients... ...meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the... ...ethical judgment regarding personal behavior, conduct and... ...-----------------------Time Type:Full time---------...PersonalHigh net worthFull timeLocal area- ...wealth management plans for ultra high net worth individuals and families, as well as select institutions, including... ...3 and 3 licenses (if unlicensed at time of hire, to be obtained within... ...to grow professionally and personally, from our training and development...PersonalHigh net worth
$100k - $228k
...estate, professional services, and high net worth individualsManage engagements... ...wellbeingFlexibility to do impactful work and the time to enjoy your life outside of... ...are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial...PersonalHigh net worthFull timeWork experience placementWork at officeLocal area2 days per week3 days per week- ...successful individuals, families, corporations and... ...defined set of complex, high net worth client portfolios, while... ...high net worth personal trusts and individual... ...partner, you will be part of a flexible and collaborative... ...the world give their time and talent to work for...PersonalHigh net worthFull timeWork experience placementH1bLocal areaWorldwideFlexible hours
- ...advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and... ...technical specialists help clients achieve their personal financial goals through education and guided implementation...PersonalHigh net worth
- ...wealth management firm serving ultra-high net worth families, single family offices, foundations, and... ...’ bills are paid in an accurate and timely manner. Assist with creating and managing... ...job offers, and we will never ask for personal or financial information through email...PersonalHigh net worthFull timeWork at officeFlexible hours
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