Wealth Advisor

Comerica Bank • Phoenix, AZ

110d

About The Position

As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and planning solutions. We offer a competitive compensation and benefits package and the opportunity to lead in a collaborative environment as well as to be a part of our growth strategy in your market. If you want an opportunity to represent an organization with a 172 year history of successfully providing advice based financial solutions, this would be a great fit for you!

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 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.
• 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.
• Be viewed as an advisor by serving as a resource speaker for related activities.
• Determine client needs by meeting with them to review needs and obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to assess client needs, biases and objectives.
• Assess opportunities and determine alternatives and solutions to meet client needs.
• Obtain client commitment and collect assets.
• Effectively transition the client relationship to the relationship manager by staying involved with the client until the relationship is fully cemented.
• Demonstrate expertise by managing or working with the client's outside advisors; and setting the stage for follow-up sales opportunities.
• Oversee the preparation of new account documentation by ensuring documentation flow and timelines are efficient and thorough.
• Effectively manage issue by navigating internal territory concerns by finding the best solution for the client; orchestrating the appropriate providers; and addressing service issues where appropriated.

What This Job Offers

• Career Level: Senior
• Number of Employees: 5,001-10,000 employees