Senior Wealth Advisor

Comerica Bank; Fort Lauderdale (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to enhance its Wealth & Institutional Management business. This role focuses on building and managing a high-performing book of business while ensuring client relationship success. The ideal candidate will possess strong financial planning skills and a proven track record in client relationship management. With a commitment to excellence and a supportive work environment, this position offers the opportunity to make a significant impact in the financial sector. Join a team that values innovation and client success, and take your career to the next level.

Benefits

Comerica Funded Retirement Plan and 401(K) Matching

Paid Time Off (PTO)

Employee Stock Purchase Plan

Paid Holidays

Flexible Schedules

Parental Leave and Adoption Assistance

Medical, Dental, Vision, Life Insurance

Community Volunteer Opportunities

Qualifications

• Proven experience in wealth management and client advisory roles.
• Strong analytical skills and knowledge of investment products.

Responsibilities

• Build and manage a high-performing book of business.
• Ensure client relationship success through effective communication.

Skills

Client Relationship Management

Investment Strategies

Financial Planning

Sales Skills

Education

Bachelor's Degree in Finance or related field

Certified Financial Planner (CFP)

Job description

Join to apply for the Senior Wealth Advisor role at Comerica Bank.

2 weeks ago Be among the first 25 applicants.

The Vice President, Senior Wealth Advisor will contribute to the success of the Wealth & Institutional Management business by building a high-performing book of business and ensuring client relationship success.

What We Can Offer You

• Comerica Funded Retirement Plan and 401(K) Matching
• Paid Time Off (PTO)
• Employee Stock Purchase Plan
• Paid Holidays, Floating Cultural Holiday
• Medical, Dental, Vision, Life Insurance
• Flexible Schedules
• Parental Leave and Adoption Assistance
• Community Volunteer Opportunities
• Recognition as a