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!
Strong Communication Skills
Series
Finra Registration
Cfp Certification
Bachelor's Degree In Finance
Ability To Build Relationships
Knowledge Of Financial Markets And Products
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
Communication
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
Critical thinking
Teamwork
Adaptability
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.
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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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