Personal CFO Manager for Family Office; ‑Net‑Worth
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-01-27
Listing for:
Pathstone Welcomes Crestone Capital LLC
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Manager, CFO, Wealth Management, Financial Compliance -
Management
Financial Manager, CFO, Wealth Management
Job Description & How to Apply Below
A wealth management firm is seeking a Manager for Personal CFO Services in Atlanta. The position involves managing financial operations for high-net-worth clients and providing exceptional client-facing service. Ideal candidates have over 7 years of experience in financial services, a Bachelor’s degree in finance or accounting, and strong analytical and organizational skills. The firm offers comprehensive benefits including medical coverage and retirement plans.
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