Wealth Planner III Bloomfield Hills

Wealth Planner, Wealth Management
The Wealth Planner is responsible for assisting the Senior Wealth Planner with developing comprehensive, customized financial plans for high-net worth individuals by compiling and analyzing data. Comerica Bank uses WealthTec and Sungard as its primary planning tools. MS Word is used for documentation.

Position Responsibilities:
1. Provide financial strategies and solutions through the creation of sophisticated wealth plans for high net worth individuals.
2. Responsible for the preparation of the written document which accompanies financial data, detailing recommendations and strategies for implementation.
3. Possess a knowledge and understanding of estate and financial planning strategies including wealth transfer techniques, life insurance, and investment products.
4. Knowledge of individual and pass-through entities and taxation.
5. Responsible for reviewing and understanding confidential client data, including, but not limited to, tax returns, investment statements, insurance policies and estate planning documents.
6. Remain current with respect to the ever-changing income and estate tax laws.
7. Provide technical assistance and support to Senior Wealth Planners.
8. Assist with the development and creation of new and innovative wealth planning strategies.
9. Responsible for maintaining updates for primary wealth planning software tool.
10. CPA or CFP desired.

Some local travel may be required of this position.

Relocation is not available for this position.

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