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Financial Advisor Financial Consultant

Senior Wealth Planner — High-Net-Worth Strategy Lead

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Comerica Bank
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A prominent financial institution in Dallas is seeking a Senior Wealth Planner to assist in developing customized financial plans for high-net-worth individuals. The ideal candidate will possess strong knowledge of estate and financial planning strategies and be proficient in eMoney and the MS Office suite. Responsibilities include collaborating with Wealth Planners, preparing detailed analysis for clients, and ensuring compliance with tax laws.

This role offers comprehensive benefits, including a funded retirement plan and flexible schedules.
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Position Requirements
10+ Years work experience
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