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Advisor Professional Development Program at KeyBank - ApplyBlast

Advisor Professional Development Program

KeyBank

19 days ago

3.6 on Glassdoor

Seattle, Washington, United States

Onsite

Full Time

Trainee

0 applicants

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About this role

The Advisor Professional Development Program is a 22-month phased initiative designed to launch and develop careers in advice-based wealth management. Participants will fast-track through required licensing and transition into a Private Client Advisor role, focusing on serving KeyBank's Mass Affluent client base with planning and financial wellness methodologies. The role involves building a client-centric financial practice, providing investment solutions, and fostering partnerships with branch teams and centers of influence.

Responsibilities

Grow new clients and expand existing relationships with investable assets
Host holistic Financial Wellness conversations and complete comprehensive financial plans
Provide comprehensive needs-based financial solutions and investment solutions to clients

Skills

Qualifications

Bachelor's DegreeFINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66Resident State Insurance License

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!