Comerica Management Co Inc. Senior Financial Consultant Bloomfield Hills in Bloomfield Hills, Michigan
divSenior Retail Financial Consultant, Comerica SecuritiesbrThe Senior Retail Financial Consultant builds and grows a book of clients and assist them in the planning and arrangement of their financial affairs, such as savings, investments, retirement provisions and tax treatment. The Financial Consultant is a commission-based, sales role with a focus on providing an exceptional client experience and delivering sound investment recommendations. The Financial Consultant must understand a client's financial situation as well as their risk tolerance.Position CompetenciesbrSuccessful incumbents have strong decision making and problem-solving skills, excellent verbal and written communication skills, knowledge of financial markets and instruments, demonstrated customer presentation and customer service skills and demonstrated sales experience.Position Responsibilities:brSalesulliResponsible for building their business by adding new clients and additional assets to their business mix. This is accomplished through diligent follow-up of referred opportunities and seeking new business from inside and outside of Comerica./liliParticipate in various marketing campaigns, seminars, luncheons, etc. to educate clients on new trends in market while trying to enhance reputation and expand client base./liliResponsible for staying informed as to the economic and political environment and the firm's investment outlook. Further, FCs have a responsibility to utilize Wealth Management tools and stay current on changes to existing products and services and new investment products and services./liliWork with Regional Sales Manager to develop a strategic business plan with measurable results and achieve designated goals to include revenue, referrals and professional development./li/ulClient ServiceulliMaintain open lines of communication and periodically meet with clients to inform them of current market trends and recommend appropriate investment strategies./liliUtilize sales techniques and tools to identify opportunities to grow business./liliIntroduce clients to common Wealth Management issues and make introductions to appropriate Wealth Management and collaboration partners to discuss solutions to any issues identified./liliEnsure that appropriate market transactions are executed and maintain contact with existing and prospective customers by participating in a customer pre-call program./li/ulRisk Management ComplianceulliFulfill all regulatory continuing education and regulatory requirements as established by FINRA./liliRequired to understand and follow all Comerica policies and procedures./liliRespond promptly and completely to all inquiries from regulators, internal compliance and supervision./li/ul/divbrdivPosition Qualifications/divulliBachelor's degree from an accredited university OR 5 years of experience as a Financial Consultant/Advisor/lili3 years of experience as a Financial Consultant/lili5 years business development experience in the financial services industry/liliSeries 7, 63 65, or Series 7 and 66/liliState Life, Accident and health license within 180 days of hire/li/ulPinehurst/br8:00am - 5:00pm Monday-FridayBR/Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.