Senior Wealth Planner

Are you an experienced wealth management professional looking for a new and exciting opportunity? Look no further than Comerica Bank! We are seeking a highly skilled and motivated Senior Wealth Planner to join our team and help our clients achieve their financial goals. As a Senior Wealth Planner, you will have the opportunity to utilize your expertise in financial planning and investment management to provide personalized solutions to our high-net-worth clients. If you are a driven individual with a passion for helping others achieve financial success, we want you on our team. Join us at Comerica Bank and take your career to the next level!

1. Develop personalized financial plans for high-net-worth clients based on their specific financial goals, risk tolerance, and current financial situation.
2. Provide expert guidance and advice on wealth management strategies, including investment management, retirement planning, tax planning, and estate planning.
3. Build and maintain relationships with clients to understand their needs and provide ongoing support and recommendations.
4. Conduct thorough analysis of client portfolios and make recommendations for adjustments to ensure optimal performance.
5. Stay up-to-date on industry trends and regulations to ensure compliance and provide the most current and relevant advice to clients.
6. Collaborate and coordinate with other members of the wealth management team, including financial advisors, trust officers, and investment analysts.
7. Identify and pursue new business opportunities by networking and building relationships with potential clients.
8. Serve as a subject matter expert and resource for colleagues and clients on various wealth management topics.
9. Continuously monitor and evaluate the effectiveness of financial plans and make adjustments as needed.
10. Maintain confidentiality and adhere to all compliance and regulatory standards in all aspects of the job.

According to JobzMall, the average salary range for a Senior Wealth Planner in Dallas, TX, USA is $130,000-$175,000 per year. This can vary depending on factors such as experience, qualifications, and the specific company or organization hiring for the position. Additionally, bonuses and other benefits may also be included in the overall compensation package for a Senior Wealth Planner.

Comerica Incorporated is a financial services company headquartered in Dallas, Texas, and strategically aligned by three business segments: The Business Bank, The Retail Bank, and Wealth Management. 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.