APDP Trainee

KeyCorp
Indiana
Workplace: OnsiteFull timeUSD 27.4 - 41.83 hourlyFunction: Data Science & Machine LearningEducation: bachelorsSkills: ["Client-centricity","Consultative selling","Financial planning","Partnership building","Ethics"]

Join Key Investment Services’ Advisor Professional Development Program (APDP), an exclusive 22-month path to become an advice-based wealth management advisor. Build client relationships across KeyBank’s Mass Affluent base through consultative financial wellness conversations, comprehensive needs-based planning, and consistent sales execution. Study and test to complete required FINRA and insurance licensing, then transition into an apprenticeship role supported by branch teams, partners, and Centers of Influence.

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KeyCorp
KeyCorp
6 days ago

APDP Trainee

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Last checked: 13 hours agoStatus: Live

Job Summary

Join Key Investment Services’ Advisor Professional Development Program (APDP), an exclusive 22-month path to become an advice-based wealth management advisor. Build client relationships across KeyBank’s Mass Affluent base through consultative financial wellness conversations, comprehensive needs-based planning, and consistent sales execution. Study and test to complete required FINRA and insurance licensing, then transition into an apprenticeship role supported by branch teams, partners, and Centers of Influence.
Location: Indiana
Workplace: Onsite
Employment Type: Full time
Job Function: Data Science & Machine Learning
Seniority: Entry level

Key Responsibilities

  • •Study and test for successful completion of required licensing, and transition into a PCA role and apprenticeship program.
  • •Grow new clients and expand existing relationships for clients with investable assets, executing a consistent sales process and financial plan.
  • •Host financial wellness conversations and complete comprehensive financial plans to uncover household and relationship growth opportunities and referrals.
  • •Use consultative sales and assessment tools to deliver needs-based investment solutions and cross-sell opportunities.
  • •Develop and execute a Center of Influence strategy and coordinate investment product delivery within assigned branches, supporting coaching and service delivery.

Pay and Benefits

Salary: USD 27.4 - 41.83 hourly

Key Requirements

  • •Bachelor's Degree (required).
  • •Have completed/began CFP (Certified Financial Planner) courses (preferred).
  • •FINRA Security Industry Essentials (SIE) within 120 days (required).
  • •FINRA License S7 within 120 days (required).
  • •FINRA License S66 and a resident state Life & Health Insurance License within 120 days (required).
Education:Bachelor's
Skills:Client-centricityConsultative sellingFinancial planningPartnership buildingEthics
Licenses:FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66State Life & Health Insurance License
Certifications:CFP (Certified Financial Planner) courses

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn