Senior Closing Officer responsible for pre - closing and closing functions for credit products at KeyBank. Managing complex transactions and providing expertise to drive successful loan closures.
About the role
- Financial Advisor providing comprehensive financial planning and investment management services. Helping clients in achieving their financial dreams through expert guidance and portfolio management.
Responsibilities
- Build Relationships: Connect with clients to understand their financial needs and goals
- Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies
- Customize Financial Plans: Develop and implement tailored financial plans to help clients reach their objectives
- Monitor Portfolios: Regularly review and adjust clients' investment portfolios to ensure alignment with their goals
- Stay Informed: Keep up with industry trends and regulations to offer the most current advice
Requirements
- At least 3 years in financial planning and investment management
- Experience with high net worth clients is a plus
- Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute)
- A Master's degree is a bonus
- Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7)
- Applicable State Life and Annuity Insurance Licenses
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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