KeyBank

Advisor Professional Development Program (APDP)

KeyBank(1 month ago)

Damascus, OROnsiteFull TimeTrainee$54,800 - $83,660Investment Services
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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.

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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)
KeyBank

About KeyBank

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