KeyBank

Advisor Professional Development Program (APDP)

KeyBank

2 months ago
Bellevue, WA
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 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.

Skills

Qualifications

Bachelor's DegreeCFP CourseworkSIESeries 7Series 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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