KeyBank

Advisor Professional Development Program (APDP)

KeyBank

2 months ago
Damascus, OR
Onsite
Full Time
Trainee
0 applicants
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KeyBank
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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.

Skills

Qualifications

Bachelor's DegreeFINRA SIEFINRA Series 7FINRA Series 66FINRA Series 63
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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