Advisor Professional Development Program (APDP)
KeyBank(1 month ago)
About this role
A 22-month Advisor Professional Development Program participant role focused on launching a career in advice-based wealth management within Key Investment Services. The program fast-tracks novice advisors through required FINRA and insurance licensing and places successful participants into a Private Client Advisor apprenticeship. The position leads client-focused financial wellness and planning for Mass Affluent clients and partners closely with branch teams and centers of influence.
Required Skills
- Financial Planning
- Client Acquisition
- Investment Solutions
- Relationship Management
- Cross-Selling
- Sales Process
- Financial Wellness
- Coaching
- Compliance
- Prospecting
Qualifications
- Bachelor's Degree
- CFP Coursework (Preferred)
- FINRA SIE
- FINRA Series 7
- FINRA 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!
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