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Senior Wealth Planner
3 months ago
Welcome 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. Position Qualifications: Bachelor's degree from an accredited university in accounting, business, finance, economics or related disciplines. 5 years of experience in a national, regional or local public accounting firm, law firm, or financial services company performing financial planning, tax, legal or related services. Experience utilizing financial planning software and spreadsheet analysis. CPA, CFP or JD desired. 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 Medical, Dental, Vision, Life Insurance 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 a knowledge and understanding of estate and financial planning strategies, including wealth transfer techniques, life insurance, and investment products. Knowledge of 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. Remain 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. Work Hours 8:00am - 5:00pm Monday - Friday WorkBest Job Category Category B - 3-4 days in office on designated days/1-2 days remote Salary Range Work Location(s) Comerica Bank Tower About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's 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. Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity. #J-18808-Ljbffr
