Regional Wealth Advisory Leader

CLA (CliftonLarsonAllen); Orlando (FL); On-site; USD 197,000 - 303,000; Full time

Benefits offered by this job

Comprehensive health benefits

401(k) plan

Competitive compensation with performance incentives

Job summary

CLA (CliftonLarsonAllen) is seeking a Regional Director for its Wealth Advisory Practice in Orlando. This transformative leadership role focuses on strategic growth, client relationships, and advisor excellence. The ideal candidate will have 10 years of experience in financial services and proven leadership in advisory roles.

The position involves developing talent pathways, expanding brand visibility, and strengthening operational foundations while adhering to regulatory standards. Competitive compensation and a collaborative culture are offered.

Qualifications

• 10 years of relevant financial services or wealth advisory experience required.
• Demonstrated experience leading and coaching financial professionals.
• Strong background in investment management.
• FINRA Series 7, 24, and 65 licenses required.
• CFP designation preferred.

Responsibilities

• Lead strategic expansion in the region.
• Elevate advisor talent and strengthen client relationships.
• Ensure advisors deliver high-value planning.
• Model CLA's promise of opportunities for clients and advisors.
• Ensure adherence to regulatory standards.

Skills

Leadership

Financial planning

Client advisory

Coaching

Strategic market development

Education

Bachelor's degree in Accounting, Finance or related field

Job description

CLA (CliftonLarsonAllen) is seeking a Regional Director for its Wealth Advisory Practice in Orlando. This transformative leadership role focuses on strategic growth, client relationships, and advisor excellence. The ideal candidate will have 10 years of experience in financial services and proven leadership in advisory roles.

The position involves developing talent pathways, expanding brand visibility, and strengthening operational foundations while adhering to regulatory standards. Competitive compensation and a collaborative culture are offered.