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. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled