Welcome!
We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special.
Make your next career choice a confident one.
Qualifications
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
Job Description
Senior Wealth Advisor
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
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.
Client Management
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.
Account Management
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.
About Comerica
We know that our employees are critical to our overall success.
We are dedicated to investing in their future to maintain long-term relationships for lasting commitments.
One of the ways we do this is to offer a comprehensive package of compensation and benefits programs which are regularly reviewed to maintain them at competitive levels.
Your salary will be commensurate with your work experience.
Upon offer, Comerica conducts a comprehensive background check, fingerprint check and a drug test.
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 by the Business Bank, the Retail Bank, and Wealth Management.
Comerica’s more than 9,000 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
– veterans/individuals with disabilities, committed to workplace diversity.