Comerica Bank
Senior Wealth Advisor
As Vice President, Senior Wealth Advisor, you will contribute to the overall success of the Wealth & Institutional Management business unit by building and maintaining a high‑performing book of business and being accountable for the success of 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 and Floating Cultural Holidays
Medical, Dental, Vision, Life Insurance
Flexible Schedules
Parental Leave and Adoption Assistance programs
Community Volunteer Opportunities
2025 Newsweek’s America’s Most Responsible Companies and America’s Greenest Companies award
Position Competencies Successful incumbents are action‑oriented, have strong banking acumen and peer relationships, negotiate effectively, innovate in 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 the assigned market.
Organize and conduct investment management, estate planning, and trust seminars for communities and individuals to identify prospects for services.
Design and implement the sales process, carefully matching specialists to clients; coach selected specialists and keep the process on target.
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.
Serve as a resource speaker for related activities to be viewed as an advisor.
Client Management
Determine client needs by meeting with them to review needs and obtain background data on finances, family relationships, investment objectives and financial planning.
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 while remaining involved until 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, ensuring efficient and thorough documentation flow and timelines.
Effectively manage issues by navigating internal territory concerns, orchestrating appropriate providers, and addressing service issues where appropriate.
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 be designated days or vary week to week from 2‑5 days.
Hours 8 am – 5 pm.
Salary To be determined based on individual experience.
About Comerica Comerica is a financial services company headquartered in Dallas, Texas, and provides comprehensive total rewards, including competitive compensation, retirement benefits, quality health care, and generous paid time off. We are proud to offer equal employment opportunities to all qualified individuals.
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What We Can Offer You
Comerica‑Funded Retirement Plan and 401(K) Matching
Paid Time Off (PTO)
Employee Stock Purchase Plan
Paid Holidays and Floating Cultural Holidays
Medical, Dental, Vision, Life Insurance
Flexible Schedules
Parental Leave and Adoption Assistance programs
Community Volunteer Opportunities
2025 Newsweek’s America’s Most Responsible Companies and America’s Greenest Companies award
Position Competencies Successful incumbents are action‑oriented, have strong banking acumen and peer relationships, negotiate effectively, innovate in 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 the assigned market.
Organize and conduct investment management, estate planning, and trust seminars for communities and individuals to identify prospects for services.
Design and implement the sales process, carefully matching specialists to clients; coach selected specialists and keep the process on target.
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.
Serve as a resource speaker for related activities to be viewed as an advisor.
Client Management
Determine client needs by meeting with them to review needs and obtain background data on finances, family relationships, investment objectives and financial planning.
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 while remaining involved until 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, ensuring efficient and thorough documentation flow and timelines.
Effectively manage issues by navigating internal territory concerns, orchestrating appropriate providers, and addressing service issues where appropriate.
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 be designated days or vary week to week from 2‑5 days.
Hours 8 am – 5 pm.
Salary To be determined based on individual experience.
About Comerica Comerica is a financial services company headquartered in Dallas, Texas, and provides comprehensive total rewards, including competitive compensation, retirement benefits, quality health care, and generous paid time off. We are proud to offer equal employment opportunities to all qualified individuals.
#J-18808-Ljbffr