Advisor Professional Development Program (APDP)
KeyBank(1 month ago)
About this role
The Advisor Professional Development Program (APDP) is a 22-month phased trainee program at KeyBank designed to launch careers in advice-based wealth management. The program fast-tracks novice advisors through required licensing and places them into Private Client Advisor roles focused on the Mass Affluent segment. The role emphasizes financial planning and wellness to deliver investment solutions and grow client relationships.
Required Skills
- Sales
- Financial Planning
- Client Acquisition
- Relationship Management
- Consultative Sales
- Cross-Selling
- Prospecting
- Investment Solutions
- Compliance
Qualifications
- Bachelor's Degree
- CFP Coursework (Preferred)
- FINRA SIE
- FINRA Series 7
- FINRA Series 66
- State Life & Health Insurance License
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
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