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Private Client Advisor Professional Development Program at KeyBank - ApplyBlast

Private Client Advisor Professional Development Program

KeyBank

29 days ago

3.6 on Glassdoor

Cleveland, Ohio, United States

Onsite

Full Time

Trainee

0 applicants

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About this role

The Private Client Advisor Professional Development Program is a 22-month phased initiative designed to launch and develop a career in advice-based wealth management for Key Investment Services. Participants will fast-track through required licensing and apprenticeship training to become successful advisors serving KeyBank's Mass Affluent client base. The role focuses on building a client-centric financial practice through holistic financial wellness planning and comprehensive investment solutions.

Responsibilities

Develop comprehensive financial plans and provide investment solutions to mass affluent clients
Grow new client relationships and expand existing portfolios exceeding $50,000 in investable assets
Partner with branch teams and centers of influence to identify and execute referral opportunities

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!