Advisor Professional Development Program (APDP)
KeyBank(1 month ago)
About this role
Key Investment Services' Advisor Professional Development Program is an exclusive 22-month phased trainee program designed to launch a career in advice-based wealth management. Participants will fast-track licensing and develop the technical skills and financial acumen needed to transition into a Private Client Advisor role serving Mass Affluent clients. The program emphasizes financial planning and wellness as the foundation for building client-centric investment practices.
Required Skills
- Financial Planning
- Consultative Sales
- Client Acquisition
- Relationship Management
- Cross-Selling
- License Acquisition
- Communication
- Compliance
Qualifications
- Bachelor's Degree
- FINRA SIE
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- State Life & Health Insurance License
- CFP Coursework (Preferred)
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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