What are the responsibilities and job description for the Senior Wealth Advisor position at 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.
If you want an opportunity to represent an organization with a 172 year history of successfully providing advice based financial solutions, this would be a great fit for you!
Position Competencies
Successful incumbents are action oriented, have strong banking acumen and peer relationships, negotiate, have innovative management, are customer focused, and drive for results.
Position Responsibilities
Sales Management
Category C - Days in the office will either be designated days or will vary week to week from 2-5 days
Hours
8:00am - 5:00pm Monday - Friday
Salary
To Be Determined Based on Individual Experience
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 support health, well-being, development and security for our colleagues and their family. 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 remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on 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 subscribed 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 Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer – disability/veteran.
If you want an opportunity to represent an organization with a 172 year history of successfully providing advice based financial solutions, this would be a great fit for you!
Position Competencies
Successful incumbents are action oriented, have strong banking acumen and peer relationships, negotiate, have innovative management, are customer focused, and drive for results.
Position Responsibilities
Sales Management
- Achieve annual new business fee goals by formulating and coordinating a custom marketing plan for 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 appropriated.
- 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
Category C - Days in the office will either be designated days or will vary week to week from 2-5 days
Hours
8:00am - 5:00pm Monday - Friday
Salary
To Be Determined Based on Individual Experience
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 support health, well-being, development and security for our colleagues and their family. 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 remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on 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 subscribed 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 Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer – disability/veteran.
