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 and coaching experience in financial services or wealth advisory.
• Ability to manage and coach advisors towards achieving AUM goals.
• Knowledge of financial planning and investment management principles.

Skills

• Strategic thinking and market analysis skills.
• Excellent communication and interpersonal skills.
• Ability to build and maintain strong relationships with clients and advisors.
• Strong organizational and project management skills.
• Ability to work independently and as part of a team.

Benefits

• A national platform with local autonomy.
• A culture anchored in trust, collaboration, and shared success.
• Competitive compensation with performance incentives.
• Thrive advisor community supported by leading technology, investment research, and practice management resources.
• Long-term career opportunity within a fast-growing Wealth organization.

Pay

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.