Regional Wealth Advisory Director - West

CLA is currently seeking a Regional Wealth Director to join our West Region in our Wealth Advisory Practice.  

Why This Role Matters

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

Our firm is on a multi‑year journey to scale the Wealth Advisory practice with intention, discipline, and heart. This role is a catalyst: connecting vision to execution, strategy to people, and clients to the full power of the CLA platform. If you are energized by growth, inspired by developing exceptional talent, and eager to leave a lasting mark on a business poised for expansion—this is your arena.

What Makes the CLA Platform Distinctive

A Truly Integrated Enterprise

Unlike traditional RIAs, CLA’s Wealth Advisory practice is embedded into one of the largest professional services firms in the country. This creates:

• Seamless cross‑service collaboration with tax, assurance, valuation, outsourcing, and consulting.

• A deeper bench of technical expertise to support complex client needs.

• A unique advantage in the market—clients trust CLA Wealth Advisory because we are true advisors to or clients that can deliver seamless tax and wealth planning and execution.

A Strategic Growth Mandate

You are joining a practice with bold ambitions: accelerating expansion, advancing advisor talent pathways, modernizing our WealthTech and investment platforms, and reimagining how we show up for clients. Leadership is aligned, the plan is in motion, and your region will be a cornerstone of this next chapter. Your role is critical in ensuring wealth advisors are capturing the market potential and serving clients with the highest quality standards.

A Culture That Believes Leaders Are Multipliers

At CLA, we don’t hire leaders to supervise—we hire them to inspire, elevate capability, cultivate belonging, and unlock opportunity for advisors and clients alike.

How You Will Shape the Future of Wealth at CLA

Champion Growth with Purpose

You’ll 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

You will shape the next generation of wealth leaders by:

• Coaching advisors to ensure that they are driving net new AUM in the markets, while also capturing the seamless opportunities within our CLA Tax, Audit and Outsourcing practices.

• Reviewing Advisor books of businesses for Quality and resource management

• Recommend advisor compensation given their results and quality elements

• Expanding capacity through strategic hiring and talent development

• Building a performance culture rooted in accountability

Be the Voice and Vision of Your Region

You’ll serve as the bridge between local market insights and national Wealth strategy—ensuring regional execution is aligned, consistent, and future‑forward.

Key Impact Areas

Leadership & Culture Building

• Build an environment where advisors thrive—where expectations are clear, support is abundant, and career paths are tangible.

• Model CLA’s promise of creating opportunities—for clients, advisors, teams, and communities.

Strategic Market Development

• Identify emerging wealth opportunities in your region and shape go‑to‑market strategies.

• Expand brand visibility through partnerships, centers of influence, and community presence.

• Identify and onboard new advisors in your region

Client-Centric Excellence

• Elevate the client experience by ensuring advisors deliver holistic, high‑value planning and fully use our centralized resource centers

• Serve as a senior resource for complex and high‑net‑worth client needs.

Operational & Regulatory Rigor

• Strengthen the operational foundation needed for scalable growth.

• Ensure flawless adherence to fiduciary, regulatory, and risk standards.

What You Bring 

• 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

What CLA Offers

• A national platform with local autonomy.

• A culture anchored in trust, collaboration, and shared success.

• Competitive compensation with performance incentives.

• A thriving advisor community supported by leading technology, investment research, and practice management resources.

• Long‑term career opportunity within a fast‑growing Wealth organization.

Location

Presence in a strategic, high‑opportunity market within the region is preferred. Frequent travel to regional offices is required.

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.

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
 
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.