KeyBank · 21 hours ago
Advisor Professional Development Program (APDP)
Damascus, OR
Full-time
Onsite
New Grad, Entry Level
$27.40/hr - $41.83/hrKey Investment Services' (KIS) Advisor Professional Development Program (APDP) is an exclusive 22-month phased program focused on the launch and development of a career in advice-based wealth management. The program enables novice advisors to develop both the technical skills and financial acumen necessary to build a successful and client-centric financial practice.
Banking
Responsibilities
Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million
Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly
Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff
Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals
Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB’s of the Consumer Bank, where appropriate
Be an active member of the Branch team. Engage licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base
Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production
Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key
Qualification
Required
Bachelor's Degree (required)
FINRA Security Industry Essentials (SIE) within 120 Days (required)
FINRA License S7 within 120 Days (required)
FINRA License S66 and Resident State Insurance License within 120 Days (required)
Preferred
Have completed/began CFP (Certified Financial Planner) Courses (preferred)
Benefits
Short-term incentive compensation
Deferred incentive compensation
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
Founded in 1849
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
Company data provided by crunchbase