Comerica Bank Careers – Wealth Advisor

Website Comerica Bank

Job Description:

The Vice President, Senior Wealth Advisor is responsible for contributing 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 the client relationship.

Job Responsibilities:

  • Achieve annual new business fee goals by formulating and coordinating a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to identify prospects for services.
  • Design and implement the sales process by carefully matching specialists to clients; coaching selected specialists throughout the process; and keeping the sales process, specialists and advisors on target and on schedule.
  • Be viewed as an advisor by serving as a resource speaker for related activities.
  • 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 to maintain visibility and enhance the business development function.

Qualification & Experience:

  • 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

Job Details:

Company: Comerica Bank

Vacancy Type: Full-time

Job Functions: Sales

Job Location: Detroit, MI, US

Application Deadline: N/A

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