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Senior Financial Consultant

2 months ago

Houston, Texas, United States Support Full time
Welcome
We invite you to discover the exceptional culture, dedicated people, and rewarding opportunities that define our organization. Make your next career decision a confident one.
Position Qualifications
Bachelor's degree from an accredited institution
10 years of experience in sales related to personal trust, investment, or financial products
5 years of experience in developing and executing sales and marketing strategies
Securities 7 License
Job Description

The Vice President of Wealth Management role is pivotal in driving the success of the Wealth & Institutional Management division by cultivating and sustaining a high-performing portfolio of clients and ensuring the success of client relationships.

What We Offer
Comerica Funded Retirement Plan and 401(K) Matching
Paid Time Off (PTO)
Employee Stock Purchase Plan
Paid Holidays, Floating Cultural Holiday
Comprehensive Medical, Dental, Vision, and Life Insurance
Flexible Work Schedules
Parental Leave and Adoption Assistance programs
Community Engagement Opportunities
Position Competencies
Successful candidates will be proactive, possess strong financial acumen, maintain peer relationships, demonstrate negotiation skills, exhibit innovative management, focus on customer satisfaction, and strive for results.
Position Responsibilities:
Sales Management
Achieve annual new business revenue targets by developing and coordinating a tailored marketing strategy for the assigned market; organizing and conducting investment management, estate planning, and trust seminars to identify potential clients.

Design and implement a structured sales process by aligning specialists with clients; mentor selected specialists throughout the engagement; and ensure the sales process remains on track and timely.

Attract new clients and retain existing ones by creating marketing materials, planning presentations, and strategies. Follow up on all sales leads and inquiries.

Build a robust network by engaging in community events and organizations to enhance visibility and promote business development.

Be recognized as an advisor by serving as a resource speaker for relevant activities.

Client Management
Identify client needs through meetings to review financial situations, family dynamics, investment goals, and financial planning; actively listen, profile, and gather information to assess client requirements and objectives.

Evaluate opportunities and propose alternatives and solutions to meet client needs.

Secure client commitment and manage asset collection.

Effectively transition the client relationship to the relationship manager, remaining involved until the relationship is fully established.

Demonstrate expertise by collaborating with the client's external advisors and setting the groundwork for future sales opportunities.

Account Management
Oversee the preparation of new account documentation, ensuring efficient and thorough documentation flow and timelines.

Effectively manage issues by navigating internal concerns to find optimal solutions for clients; coordinate with the appropriate service providers; and address service issues as necessary.

Work Hours
8am - 5pm
Work Environment
Category C - Days in the office will vary week to week from 2-5 days
About Us
We recognize that our employees are essential to our overall success and are committed to investing in their future. We offer a comprehensive Total Rewards package designed to acknowledge and reward individual performance while supporting health, well-being, development, and security for our colleagues and their families.

Total Rewards includes cash compensation, development opportunities, and flexible benefit programs tailored to meet individual needs today and in the future.

Your salary will reflect your work experience, and our programs are regularly reviewed to ensure competitiveness.

We are proud to provide benefits such as health and welfare programs, robust retirement benefits, and generous paid time off policies.

You and your eligible family members can access medical, dental, and vision benefits, 401(k) and pension plans, and income protection benefits to mitigate unexpected healthcare expenses.

We also offer various time-off programs for vacation, sick leave, disability, and parental leave. Eligibility for some programs may vary based on employment status and tenure.

Upon offer, a comprehensive background and fingerprint check will be conducted.

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.