Advisor Professional Development Program (APDP)
KeyBank(30 days ago)
About this role
The Advisor Professional Development Program (APDP) is a 22-month trainee program that launches novice advisors into advice-based wealth management, focused on the Mass Affluent client segment. Participants fast-track through required licensing and, upon completion, are placed into a Private Client Advisor apprenticeship to develop client-centric financial planning and investment advisory skills. The role is based in Bellevue, WA and emphasizes financial wellness, relationship building, and cross-selling within the bank.
Required Skills
- Financial Planning
- Sales
- Client Acquisition
- Relationship Management
- Investment Solutions
- Regulatory Compliance
- Licensing
Qualifications
- Bachelor's Degree
- CFP Coursework
- SIE
- Series 7
- 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!
View more jobs at KeyBank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at KeyBank
Similar Jobs
Advisor Licensing Program
LPL Financial(23 days ago)
Financial Advisor - Burlington, VT
TD Bank Group(24 days ago)
Financial Advisor - Borough Park/Brooklyn, NY
TD Bank Group(1 month ago)
Financial Advisor - Shrewsbury, MA
TD Bank Group(1 month ago)
Senior Financial Representative
LPL Financial(9 days ago)
Advisor Licensing Program
LPL Financial(1 month ago)