Wealth Advisory Regional Director (Orlando or Tampa)

About the role

The next era of wealth at CLA is being built right now—and this role is at the center of it. As a Regional Director - Wealth Advisory, you will be stepping into a transformative leadership opportunity that shapes how we serve clients, grow markets, and elevate the entire Wealth platform.

Responsibilities

• Lead the strategic expansion of your region—identifying high-value markets, elevating advisor talent, and strengthening client relationships in ways that compound over time.
• Elevate Advisor Excellence by coaching advisors to ensure they are driving net new AUM in the markets, while also capturing the seamless opportunities within our CLA Tax, Audit and Outsourcing practices.
• Review Advisor books of businesses for Quality and resource management.
• 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—ensuring regional execution is aligned, consistent, and future-forward.

Requirements

• 10 years of relevant financial services or wealth advisory experience required.
• Demonstrated experience leading, coaching, and supervising financial professionals with AUM accountability.
• 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.

Qualifications

• Experience in financial planning, investment management, and client advisory.
• Leadership experience in managing and supervising financial professionals.
• Knowledge of financial regulations and compliance.
• Ability to build and maintain strong relationships with clients and advisors.

Skills

• Strategic thinking and planning.
• Effective communication and interpersonal skills.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.

Benefits

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

Pay

The compensation range for this position in California is: $197,000 - $303,000.

Schedule

Frequent travel to regional offices up and down the east coast is required.