2 key carrier coordinator jobs found in Cleveland

Location: 127 Public Square - Cleveland, Ohio 44114 Job Summary Key Investment Services' (KIS) Advisor Professional Development Program (APDP) is an exclusive 22-month phased program focused on the launch and development of a career in advice-based wealth management. The program enables novice advisors to develop both the technical skills and financial acumen, necessary to build a successful and client-centric financial practice. The Private Client ADPD participant will have the opportunity to fast track through licensing The full responsibility while in role is to study and test for successful completion of all required licenses. After successfully achieving licenses, individual will be placed into a PCA role, The ADPD participant will then be part of our apprenticeship program to continue to develop the skills necessary to become a successful advisor here at KeyBank. Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial...

Location: 127 Public Square, Cleveland Ohio Job Profile Summary Responsible for governing a team of underwriters as well as performing underwriting functions (player-coach).  As a player, supports the Business Development Officer (BDO) in conducting and producing an analysis of the prospect’s business, creates an approval package which includes financial modeling and structuring alternatives with recommendations to KBBC management team and ultimately to be used in seeking credit approval.  As a senior underwriter, strives to develop a “trusted advisor” relationship based upon knowledgeable advice and insights that is aligned with the Client’s’ or Prospect’s’ business or industry.   As a coach, oversees the prescreen and underwriting process as well as skill set development of each team player, assists as needed throughout the process and reviews all final packages.  As part of the first line of defense, underwriters are expected to consistently demonstrate a...