Senior Wealth Planner

Comerica Bank; Dallas (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

An established industry player in wealth management is seeking a Senior Wealth Planner to develop tailored financial strategies for high-net-worth individuals. In this role, you'll collaborate with a dedicated team to create sophisticated wealth plans, ensuring clients receive top-tier financial guidance. Your expertise in estate planning, investment products, and taxation will be critical as you provide innovative solutions and support to clients. Join a company recognized for its commitment to diversity and sustainability, where your contributions will make a significant impact in the financial landscape.

Benefits

Comerica Funded Retirement Plan

401(K) Matching

Paid Time Off (PTO)

Employee Stock Purchase Plan

Paid Holidays

Flexible Schedules

Parental Leave

Adoption Assistance

Community Volunteer Opportunities

Diversity Recognition

Qualifications

• Experience in developing customized financial plans for high-net-worth clients.
• Strong knowledge of estate and financial planning strategies.

Responsibilities

• Create sophisticated wealth plans for high-net-worth individuals.
• Coordinate with Wealth Planners to prepare deliverables for clients.

Skills

Financial Planning

Wealth Transfer Strategies

Estate Planning

Investment Products Knowledge

Taxation Understanding

Education

Bachelor's Degree in Finance or Related Field

Certifications (e.g., CFP)

Tools

eMoney

MS Office Suite

Job description

Senior Wealth Planner (Wealth Planner III), Wealth Management

The Senior Wealth Planner role is responsible for assisting members of the wealth planning team with developing customized financial plans for high-net-worth individuals. Comerica Bank uses eMoney and the MS Office suite as its primary planning tools.

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
• Flexible Schedules
• Parental Leave and Adoption Assistance programs
• Community Volunteer Opportunities
• Top 50 Diversity Company by Diversity Inc.
• Global 100 for Most Sustainable Corporations

Position Responsibilities :

• Provide financial and wealth transfer strategies and solutions through the creation of sophisticated wealth plans for high-net-worth individuals.
• Coordinate with Wealth Planners to prepare deliverables for clients that include detailed analysis, observations, and recommendations.
• Review client deliverables prepared by other wealth planning team members.
• Possess knowledge and understanding of estate and financial planning strategies, including wealth transfer techniques, life insurance, and investment products.
• Understand individual and pass-through entities and taxation.
• Review client data, including tax returns, investment statements, insurance policies, estate planning documents, and others.
• Prepare summaries of documents and illustrations of planning techniques, with the assistance of Wealth Planners.
• Stay current with respect to the ever-changing income and estate tax laws.
• Provide technical assistance and support to members of the wealth planning team.
• Assist with the development and creation of new and innovative wealth planning strategies.