Advisor Professional Development Program Private Client Advisor Trainee

KeyCorp

Cleveland, Ohio, US
Base: $27.40 - $41.83 ph; bonus/equity: not specif...
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Consultative sales process execution
Holistic financial wellness conversations
Comprehensive financial plan creation
** KeyCorp is looking for candidates for their Advisor Professional Development Program (APDP) designed for novice advisors in wealth management. This 22-month program offers a pathway to becoming a Private Client Advisor, focusing on building client relationships and financial planning skills. **

Job Summary

  • This exclusive 22-month phased program is 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, participants must hold FINRA Series 7, 66 (or 63 & 65), and state Life & Health Insurance licenses.

Matching Summary

Match Score: 75

** KeyCorp is looking for candidates for their Advisor Professional Development Program (APDP) designed for novice advisors in wealth management. This 22-month program offers a pathway to becoming a Private Client Advisor, focusing on building client relationships and financial planning skills. **

Salary

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

Skills & Requirements

Must-have

  • Consultative sales process execution
  • Holistic financial wellness conversations
  • Comprehensive financial plan creation
  • Investment solutions for mass affluent clients
  • Center of Influence partnership strategy

Nice-to-have

  • Strong leadership competencies
  • Ethical business conduct
  • Cross-functional team collaboration
  • Client-centric practice building
  • Mentoring branch personnel

Key Requirements

  • Bachelor's Degree required
  • FINRA SIE license within 120 days
  • FINRA Series 7 license within 120 days
  • FINRA Series 66 or 63 & 65 licenses within 120 days
  • Resident State Life & Health Insurance License within 120 days
  • CFP courses preferred

Work Rights

Not specified

Tailored Resume

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