Regional Wealth Advisory Leader

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

Benefits offered by this job

Health insurance

401k

Competitive compensation with performance incentives

Job summary

CLA (CliftonLarsonAllen) is seeking a Regional Director for their Wealth Advisory Practice. This role will lead the strategic expansion of the region while ensuring high standards of client service. A strong focus will be on identifying high-value markets and coaching advisors.

The ideal candidate should have over 10 years of financial services experience, with strong leadership skills and relevant financial licenses. Locations include Tampa, Orlando, and Charlotte, offering competitive compensation and benefits.

Qualifications

• 10 years of relevant financial services or wealth advisory experience required.
• Strong background in financial planning, investment management, and client advisory.
• FINRA Series 7, 24, and 65 licenses required.

Responsibilities

• Lead the strategic expansion of your region—identifying high-value markets.
• Coach advisors to ensure they are driving net new AUM in the markets.
• Serve as the bridge between local market insights and national Wealth strategy.

Skills

Financial planning

Investment management

Client advisory

Leadership

Coaching

Education

Bachelor's degree in Accounting, Finance, or related field

Job description

CLA (CliftonLarsonAllen) is seeking a Regional Director for their Wealth Advisory Practice. This role will lead the strategic expansion of the region while ensuring high standards of client service. A strong focus will be on identifying high-value markets and coaching advisors.

The ideal candidate should have over 10 years of financial services experience, with strong leadership skills and relevant financial licenses. Locations include Tampa, Orlando, and Charlotte, offering competitive compensation and benefits.