Regional Wealth Advisory Director - West

CliftonLarsonAllen LLP(11 days ago)

Irvine, CAOnsiteFull TimeSenior$197,000 - $303,000Wealth Advisory

About this role

The Regional Wealth Director at CLA is a leadership role responsible for strategic expansion, advisor development, and client relationship management in the West Region. It involves shaping the growth and culture of the Wealth Advisory practice within a large professional services firm, emphasizing collaboration, market development, and operational excellence.

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Required Skills

Financial Planning
Investment Management
Client Advisory
Leadership
Market Development
Regulatory Compliance
Wealth Management
Team Coaching
Business Development
Operational Rigor

Qualifications

Bachelor’s Degree in Accounting, Finance, or related field
FINRA Series 7, 24, and 65 licenses

About CliftonLarsonAllen LLP

claconnect.com

One North is a technology-focused company that offers innovative solutions and services, primarily targeted at enhancing operational efficiency for businesses. Their expertise lies in providing tailored digital transformation strategies, data management, and analytics services. With a strong commitment to leveraging modern technology, One North empowers organizations to navigate their growth and innovation effectively.

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