Regional Director – Wealth Advisory
CLA (CliftonLarsonAllen)
full-time
Posted on:
Location Type: Office
Location: Tampa • Florida • United States
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Job Level
About the role
- Lead the strategic expansion of your region
- Identify high-value markets and elevate advisor talent
- Shape the next generation of wealth leaders through coaching
- Model CLA’s promise and create career paths for advisors
- Serve as a bridge between local market insights and national Wealth strategy
- Strengthen the operational foundation for scalable growth
Requirements
- 10 years of relevant financial services or wealth advisory experience required
- Demonstrated experience leading, coaching, or supervising financial professionals
- Strong background in financial planning, investment management, and client advisory
- Bachelor’s degree required
- FINRA Series 7, 24, and 65 licenses required (or equivalent)
- CFP® designation preferred
Benefits
- Health, dental, and vision insurance
- 401k plans
- Performance incentives
- Wellness programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment managementclient advisory
Soft Skills
leadershipcoachingsupervisionstrategic expansionoperational foundation
Certifications
FINRA Series 7FINRA Series 24FINRA Series 65CFP® designation