Advisor Professional Development Program (apdp)

Key Investment Services / KeyBank

Columbus, Ohio, US
Base: $27.40 - $41.83 ph; bonus/equity: not specif...
Consultative sales process execution
Holistic financial wellness conversations
Comprehensive financial plan creation
The program is a 22-month phased initiative designed to launch careers in advice-based wealth management by developing technical skills and financial acumen

Job Summary

  • The program is a 22-month phased initiative designed to launch careers in advice-based wealth management by developing technical skills and financial acumen.
  • Participants will focus on the Mass Affluent client base, providing investment solutions and conducting holistic financial wellness conversations to uncover growth opportunities.
  • Upon completion of the trainee program, individuals must hold FINRA Series 7, 66 (or 63 & 65), and state Life & Health Insurance licenses.

Matching Summary

The program is a 22-month phased initiative designed to launch careers in advice-based wealth management by developing technical skills and financial acumen.

Salary

Base: $27.40 - $41.83 per hour; Bonus/Equity: Not specified; Benefits: Eligible for benefits package

Skills & Requirements

Must-have

  • consultative sales process execution
  • holistic financial wellness conversations
  • comprehensive financial plan creation
  • investment solutions for mass affluent clients
  • cross-selling banking and investment products

Nice-to-have

  • strong partnership with branch managers
  • center of influence strategy development
  • mentoring branch personnel
  • ethical business conduct
  • client-centric practice building

Key Requirements

  • Bachelor's Degree required
  • FINRA SIE license within 120 days
  • FINRA Series 7 license within 120 days
  • FINRA Series 66 and State Insurance License within 120 days
  • CFP courses preferred

Work Rights

Not specified

Tailored Resume

Cover Letter