KeyBank

Advisor Professional Development Program (APDP)

KeyBank

2 months ago
Indianapolis, IN
Onsite
Full Time
Trainee
0 applicants
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KeyBank
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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.

Skills

Qualifications

Bachelor's DegreeCFP Coursework (Preferred)FINRA SIEFINRA Series 7FINRA Series 66
KeyBank

About KeyBank

key.com

Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!

About KeyBank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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