Primary Location:
Comerica Bank Tower
Locations:
Dallas, TX US
Additional Locations:
Comerica Bank Tower
Job Type:
Full-time
WorkBest Job Category:
Category B – 3-4 days in office on designated days/1-2 days remote
Job Category:
Wealth Management
Required Experience:
3-7 years
Overtime Status:
Exempt
Job ID:
245997
Senior Wealth Planner
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.
- 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
- 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.
- 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 Bank Tower8:00am – 5:00pm Monday – Friday