Comerica Bank

Wealth Advisor

Comerica Bank

San Francisco, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are looking for a Wealth Advisor to join Comerica Bank's team of experienced professionals. The successful candidate will be a self-starter with a proven track record of providing outstanding customer service and achieving goals. The Wealth Advisor will be responsible for growing and managing a book of high-net-worth clients as well as developing relationships with new prospective clients. This position will require an individual with excellent communication, problem-solving, and personal organization skills. The ideal candidate for the Wealth Advisor role will have a minimum of three years of financial services experience, with a strong background in investment management, retirement planning, trust services, and insurance products. A Bachelor's degree in Business Administration, Finance, Economics, or a related field is preferred. The ideal candidate will also possess a Series 7 and Series 63 license. Additionally, a CFP certification and/or experience in estate planning are highly desirable. At Comerica Bank, our wealth advisors are more than just financial advisors; they serve as trusted advisors to our clients. We are looking for a professional who is passionate about helping clients reach their financial goals and can provide a personalized, consultative approach to wealth management. If this sounds like you, please apply. We look forward to hearing from you!

Where is this job?
This job is located at San Francisco, CA, USA
Job Qualifications
  • Strong Communication Skills

  • Series

  • Finra Registration

  • Cfp Certification

  • Bachelor's Degree In Finance

  • Ability To Build Relationships

  • Knowledge Of Financial Markets And Products

Required Skills
  • Risk Management

  • Strategic Planning

  • Financial Planning

  • Business Development

  • Negotiation

  • Investment Management

  • Regulatory compliance

  • Market analysis

  • Client Relationships

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Wealth Preservation

  • Portfolio Diversification

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Advisor in San Francisco, CA, USA is $67,000 to $117,000. This range is based on the salaries of Wealth Advisors currently employed in the city.

Additional Information
Comerica Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 7th, 2023
Apply BeforeMay 10th, 2026
This job posting is from a verified source. 
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About Comerica Bank

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.

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