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Senior Wealth Planner
Dallas, TX
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.
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.
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.
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
5+ years
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