Comerica Bank
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Senior Wealth Advisor
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Comerica Bank . 6 days ago Be among the first 25 applicants. Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor will contribute to the success of the Wealth & Institutional Management business by building a high-performing book of business and managing client relationships. What We Can Offer You Comerica Funded Retirement Plan and 401(K) Matching Paid Time Off (PTO) Employee Stock Purchase Plan Paid Holidays, Floating Cultural Holiday Medical, Dental, Vision, Life Insurance Flexible Schedules Parental Leave and Adoption Assistance Community Volunteer Opportunities 2025 Newsweek's America's Most Responsible and Greenest Companies Position Competencies Action-oriented, strong banking acumen, peer relationships, negotiation skills, innovative management, customer focus, results-driven. Responsibilities Sales Management
Achieve new business fee goals through marketing and seminars. Design and implement sales processes, coaching specialists. Attract and retain customers via marketing strategies. Participate in community activities for visibility. Serve as an advisor and resource speaker. Client Management
Assess client needs, gather background data. Identify opportunities and solutions. Secure client commitments and assets. Transition client relationships smoothly. Manage external advisors and follow-up sales. Account Management
Oversee account documentation and issue resolution. Qualifications Bachelor's degree 10 years sales experience in trust, investment, or financial products 5 years developing sales marketing plans Securities 7 License Work Category Category C - 2-5 days in office/week. Hours 8am - 5pm Salary Based on experience. About Comerica Comerica offers comprehensive benefits, including health, retirement, paid time off, and more. Equal Opportunity Employer. Background checks required. NMLS certification may be required. Additional Info Position is full-time, mid-senior level in Finance and Sales within Banking industry. Located in Dallas, TX. This job is not expired and is actively accepting applications.
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Senior Wealth Advisor
role at
Comerica Bank . 6 days ago Be among the first 25 applicants. Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor will contribute to the success of the Wealth & Institutional Management business by building a high-performing book of business and managing client relationships. What We Can Offer You Comerica Funded Retirement Plan and 401(K) Matching Paid Time Off (PTO) Employee Stock Purchase Plan Paid Holidays, Floating Cultural Holiday Medical, Dental, Vision, Life Insurance Flexible Schedules Parental Leave and Adoption Assistance Community Volunteer Opportunities 2025 Newsweek's America's Most Responsible and Greenest Companies Position Competencies Action-oriented, strong banking acumen, peer relationships, negotiation skills, innovative management, customer focus, results-driven. Responsibilities Sales Management
Achieve new business fee goals through marketing and seminars. Design and implement sales processes, coaching specialists. Attract and retain customers via marketing strategies. Participate in community activities for visibility. Serve as an advisor and resource speaker. Client Management
Assess client needs, gather background data. Identify opportunities and solutions. Secure client commitments and assets. Transition client relationships smoothly. Manage external advisors and follow-up sales. Account Management
Oversee account documentation and issue resolution. Qualifications Bachelor's degree 10 years sales experience in trust, investment, or financial products 5 years developing sales marketing plans Securities 7 License Work Category Category C - 2-5 days in office/week. Hours 8am - 5pm Salary Based on experience. About Comerica Comerica offers comprehensive benefits, including health, retirement, paid time off, and more. Equal Opportunity Employer. Background checks required. NMLS certification may be required. Additional Info Position is full-time, mid-senior level in Finance and Sales within Banking industry. Located in Dallas, TX. This job is not expired and is actively accepting applications.
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