CLA (CliftonLarsonAllen)

Regional Wealth Advisory Director

CLA (CliftonLarsonAllen)

full-time

Posted on:

Location Type: Hybrid

Location: Irvine • California • United States

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Salary

💰 $197,000 - $303,000 per year

Job Level

Lead

About the role

  • Lead the strategic expansion of your region—identifying high‑value markets, elevating advisor talent, and strengthening client relationships.
  • Shape the next generation of wealth leaders by coaching advisors to ensure they are driving net new AUM.
  • Review advisor books of businesses for quality and resource management.
  • Recommend advisor compensation given their results and quality elements.
  • Expand capacity through strategic hiring and talent development.
  • Build a performance culture rooted in accountability.
  • Serve as the bridge between local market insights and national Wealth strategy.

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.
  • Combination of relevant experience, education, and training may be accepted in lieu of a degree.
  • Bachelor's degree in Accounting, Finance, or related field preferred
  • Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 65 licenses required (or equivalent registrations)
  • Certified Financial Planner™ (CFP®) designation preferred
Benefits
  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401k
  • Paid time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planninginvestment managementclient advisoryAUM managementresource managementperformance culture developmentstrategic hiringtalent developmentadvisor compensation analysis
Soft Skills
leadershipcoachingsupervisionrelationship buildingaccountability
Certifications
FINRA Series 7FINRA Series 24FINRA Series 65Certified Financial Planner™ (CFP®)