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Austin Wealth Advisor Senior Job - TX, 73301

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Company: Comerica

Location: Austin, TX

Date Posted: May 29, 2014

Source: Comerica

Austin Wealth Advisor Senior Job - TX, 73301
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Comerica Incorporated
Date:Aug 18, 2014

Location:Austin, TX, US

Wealth Advisor Senior-1400790

Vice President, Senior Wealth Advisor

We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one. The Vice President, Senior ...

Austin Wealth Advisor Senior Job - TX, 73301
*
Work with us

* Home
* Why Comerica
* Why Comerica
* Diversity
* Veterans
* Campus
* Featured Jobs
* Banking Center Jobs
* Call Center Jobs
* College Graduate/Intern Jobs
* Corporate Staff Jobs
* Credit and Lending Jobs
* Information Services Jobs
* Wealth Management Jobs
* View All Comerica Opportunities
* Locations
* Not Finding a Job
* Join Our Talent Community
* View All Opportunities
Search by KeywordSearch by Location

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Wealth Advisor Senior Job
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Comerica Incorporated
Date:Aug 18, 2014

Location:Austin, TX, US

Wealth Advisor Senior-1400790

Vice President, Senior Wealth Advisor

We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one. 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.

Position Competencies

Successful incumbents are action oriented, have strong banking acumen and peer relationships, negotiate, have innovative management, are customer focused, and drive for results.

Reporting Information/Location

This position reports to the Senior Vice President, Wealth Management. This position is located in Austin TX.. This position has {no} direct reports.

Position Responsibilities

1. Sales Management -
- 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.

2. Client Management -
- 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.

3. Account Management -
- 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.

Total Rewards

We know that our employees are critical to our overall success. We are dedicated to investing in their future to maintain long-term relationships for lasting commitments. One of the ways we do this is to offer a comprehensive package of compensation and benefits programs which are regularly reviewed to maintain them at competitive levels. Your salary will be commensurate with your work experience.

Travel

Travel is {not} required of this position.

Qualifications
- Bachelor's degree from an accredited university or High School Diploma/GED and 12 years of sales experience in personal trust, investment or financial products.
- 10 years sales experience in personal trust, investment or financial products
- Five years developing and executing sales marketing plans
- State life insurance license; or license is obtained within six months of placement into this position
- Series 7 and Series 66 Securities license; or licenses are obtained within nine months of placement into this position

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned by the Business Bank, the Retail Bank, and Wealth & Institutional Management. Comerica's more than 9,200 colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

Upon offer, Comerica conducts a comprehensive background check and a drug test. Upon hire, a fingerprinting check is completed.

Comerica is proud to be an Equal Opportunity Employer-Minority/Female/Disability/Veteran, committed to workplace diversity.

Primary Location: US-TX-Austin
Job:Wealth Management
Schedule:Full-time
Shift:Day Shift

Work Hours (Example: 8:00am - 5:00pm Monday - Friday): 8:00am - 5:00pm Monday - Friday

Travel
: Yes, 10 %25%20of the Time

Nearest Major Market:Austin
Job Segments:Banking, Bank, SAP, Outside Sales, Business Development, Finance, Technology, Sales
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