APDP PCA Trainee
KeyBank(2 days ago)
About this role
The Private Client Advisor Trainee program at KeyBank prepares individuals for a career in advice-based wealth management through a comprehensive 22-month phased development process. The program emphasizes licensing, technical skills, and financial acumen, leading to a client-focused advisory role serving the mass affluent segment. Upon completion, participants will be equipped to provide investment solutions and financial planning services to clients.
Required Skills
- Financial Planning
- Investment Solutions
- Sales
- Relationship Management
- Financial Advice
- Customer Service
- Financial Analysis
- Branch Support
- Regulatory Compliance
- Asset Management
Qualifications
- Bachelor's Degree
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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