Comerica Bank
Private Banking Advisor
The Private Banking Advisor serves as the primary relationship manager for high net worth and ultra-high net worth, multi-generational clients. This role involves developing and deepening client relationships through needs-based, high-level service, and delivering the full suite of Comerica Wealth solutions. The advisor is accomplished in acquiring new clients by leveraging their external network and community presence, providing comprehensive wealth management advice with an emphasis on Custom Credit, strategic asset allocation, estate and tax planning, cash flow analysis, budgeting, and risk management for ultra-high net worth clients. Advanced credit knowledge is essential to lead conversations and advice delivery with clients and prospects. Position Responsibilities:
Achieve revenue growth, profitability, and client retention goals by acquiring new clients through business development and expanding services to existing clients. Serve as a market-leading advisor capable of handling complex and sensitive relationships. Act as a role model within the team for other Wealth Advisors, Private Bankers, and Wealth Associates. Maintain compliance with legal, operational, and regulatory standards to manage risk. Operate within audit, compliance, and regulatory frameworks to ensure a high-quality, compliant portfolio. Proactively acquire new business through active community engagement. Perform other duties as assigned. Position Qualifications:
Minimum: Bachelor's degree in Business, Economics, or Finance 7 years of sales and client management experience in Wealth Management, managing high net worth clients with complex needs 7 years of developing and executing sales and marketing plans Series 7 and Series 66 licenses State Insurance License Preferred: CFP, CTFA, CFA, CPA, JD, or MBA certifications Work Schedule:
Category C - Days in the office vary from 2 to 5 days per week. Hours: 8 am - 5 pm. Salary: To be determined based on experience. About Comerica
We value our employees' success and invest in their future through a comprehensive Total Rewards package, including competitive pay, health and welfare programs, retirement benefits, and paid time off. Benefits are available to employees and their eligible family members, including domestic partners and children. We conduct background and fingerprint checks upon offer and require NMLS certification where applicable. Comerica Incorporated (NYSE: CMA), headquartered in Dallas, Texas, operates in banking and wealth management, focusing on building strong relationships and supporting client success. We are an Equal Opportunity Employer committed to diversity and inclusion.
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The Private Banking Advisor serves as the primary relationship manager for high net worth and ultra-high net worth, multi-generational clients. This role involves developing and deepening client relationships through needs-based, high-level service, and delivering the full suite of Comerica Wealth solutions. The advisor is accomplished in acquiring new clients by leveraging their external network and community presence, providing comprehensive wealth management advice with an emphasis on Custom Credit, strategic asset allocation, estate and tax planning, cash flow analysis, budgeting, and risk management for ultra-high net worth clients. Advanced credit knowledge is essential to lead conversations and advice delivery with clients and prospects. Position Responsibilities:
Achieve revenue growth, profitability, and client retention goals by acquiring new clients through business development and expanding services to existing clients. Serve as a market-leading advisor capable of handling complex and sensitive relationships. Act as a role model within the team for other Wealth Advisors, Private Bankers, and Wealth Associates. Maintain compliance with legal, operational, and regulatory standards to manage risk. Operate within audit, compliance, and regulatory frameworks to ensure a high-quality, compliant portfolio. Proactively acquire new business through active community engagement. Perform other duties as assigned. Position Qualifications:
Minimum: Bachelor's degree in Business, Economics, or Finance 7 years of sales and client management experience in Wealth Management, managing high net worth clients with complex needs 7 years of developing and executing sales and marketing plans Series 7 and Series 66 licenses State Insurance License Preferred: CFP, CTFA, CFA, CPA, JD, or MBA certifications Work Schedule:
Category C - Days in the office vary from 2 to 5 days per week. Hours: 8 am - 5 pm. Salary: To be determined based on experience. About Comerica
We value our employees' success and invest in their future through a comprehensive Total Rewards package, including competitive pay, health and welfare programs, retirement benefits, and paid time off. Benefits are available to employees and their eligible family members, including domestic partners and children. We conduct background and fingerprint checks upon offer and require NMLS certification where applicable. Comerica Incorporated (NYSE: CMA), headquartered in Dallas, Texas, operates in banking and wealth management, focusing on building strong relationships and supporting client success. We are an Equal Opportunity Employer committed to diversity and inclusion.
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