Comerica Bank ยท 3 weeks ago
Senior Wealth Advisor
Dallas, TX
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
10+ years expComerica Bank is a financial services company headquartered in Dallas, Texas, and they are seeking a Senior Wealth Advisor to contribute to the success of their Wealth & Institutional Management business unit. The role involves building and maintaining client relationships, achieving new business goals, and managing client needs effectively.
CommercialFinanceFinancial Services
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
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
Qualification
Required
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
Securities 7 License
Benefits
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 programs
Community Volunteer Opportunities
Company
Comerica Bank
Comerica Bank provides financial services for personal, small business, and commercial clients.
5001-10000 employees
H1B Sponsorship
Comerica Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (45)
2024 (23)
2023 (44)
2022 (51)
2021 (22)
2020 (23)
Funding
Current Stage
Late StageTotal Funding
unknown2025-10-06Acquired
Leadership Team
Andrew Raines
Senior Vice President; Retail Regional Director North Texas, Arizona, Florida
Brandon Jones
Senior Vice President, Director of External Affairs
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-09
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2026-01-08
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2026-01-07
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