Senior Wealth Advisor

Senior Wealth Advisor – Comerica Bank

As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and planning solutions. We offer a competitive compensation and benefits package and the opportunity to lead in a collaborative environment as well as to be a part of our growth strategy in your market.

Position Competencies

• Action oriented
• Strong banking acumen and peer relationships
• Negotiating and innovative management
• Customer focused and results driven

Position Responsibilities

• Achieve annual new business fee goals by formulating and coordinating a custom marketing plan for the assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals to identify prospects for services.
• Design and implement the sales process by carefully matching specialists to clients; coaching selected specialists throughout the process; and keeping the sales process, specialists and advisors on target and on schedule.
• Attract new customers and retain existing customers by developing marketing materials, plan presentations and strategies. Follow-up on all sales leads and calls.
• Build a strong network by participating in community affairs, activities and organizations to maintain visibility and enhance the business development function.
• Be viewed as an advisor by serving as a resource speaker for related activities.

• Determine client needs by meeting with them to review needs and obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to assess client needs, biases and objectives.
• Assess opportunities and determine alternatives and solutions to meet client needs.
• Obtain client commitment and collect assets.
• Effectively transition the client relationship to the relationship manager by staying involved with the client until the relationship is fully cemented.
• Demonstrate expertise by managing or working with the client's outside advisors; and setting the stage for follow-up sales opportunities.

• Oversee the preparation of new account documentation by ensuring documentation flow and timelines are efficient and thorough.
• Effectively manage issue by navigating internal territory concerns by finding the best solution for the client; orchestrating the appropriate providers; and addressing service issues where applicable.

Position Qualifications

• Bachelor's degree from an accredited university
• 10 years of sales experience in personal trust, investment or financial products
• 5 years of experience developing and executing sales marketing plans
• Securities 7 License

Work Best Category

• Category C – Days in the office will either be designated days or will vary week to week from 2-5 days

Hours

• 8:00 am – 5:00 pm, Monday – Friday

Salary

• California – $180,000 – $280,000 annually (On‑Target Earnings)

About Comerica

We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well as to support health, well-being, development and security for our colleagues and their families. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future.

Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remains competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits and generous paid time off programs. Eligibility for some programs varies by employment status and tenure.

Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be used in the FBI’s Record of Arrest and Prosecution Background (“RAP Back”) service, which provides ongoing notification to the Company of any updates to your criminal history.

NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check and NMLS certification is required in accordance with the SAFE Act.

Comerica is proud to be an Equal Opportunity Employer – disability / veteran.

Seniority level – Mid‑Senior level

Employment type – Full‑time

Job function – Finance and Sales

Industries – Banking