APDP PCA Trainee
KeyBank(2 days ago)
About this role
Key Investment Services offers a comprehensive 22-month Advisor Professional Development Program designed to prepare individuals for a career in advice-based wealth management. Participants develop technical skills and financial knowledge to become successful private client advisors, focusing on the mass affluent segment and building client relationships.
Required Skills
- Financial Planning
- Client Relationship
- Investment Solutions
- Sales Process
- Financial Wellness
- Banking Products
- Referral Development
- Consultative Sales
- Licensing
- Relationship Management
Qualifications
- Bachelor's Degree
- FINRA SIE
- FINRA S7
- FINRA S66
- State 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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