Advisor Professional Development Program (APDP)
KeyBank, Columbus, OH, United States
Advisor Professional Development Program (APDP)
Job Summary
Key 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.
The Private Client ADPD participant will have the opportunity to fast track through licensing. The full responsibility while in role is to study and test for successful completion of all required licenses. After successfully achieving licenses, the individual will be placed into a PCA role; the ADPD participant will then be part of our apprenticeship program to continue to develop the skills necessary to become a successful advisor at KeyBank.
Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of the methodology. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
At completion of the trainee program, the participant must hold FINRA Series 7 and 66 (or 63 & 65); state Life & Health Insurance License.
Responsibilities
Grow new clients and expand existing relationships with clients having more than $50,000 in investable assets, targeting and executing a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 and $2 million.
Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover full household and relationship growth opportunities, including investments and banking services, and refer accordingly.
Utilize a consultative sales process and assessment tools to provide comprehensive, needs‑based financial solutions, 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 core bank products to generate quality and qualified referrals back to the LOBs of the Consumer Bank, where appropriate.
Be an active member of the Branch team, engaging 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(es), including coaching and mentoring of branch personnel, client management, service delivery and other resources to maximize client needs and best‑interest‑based sales production.
Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
Comply with all KeyBank policies and procedures, acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.
Education Qualifications
Bachelor's Degree (required)
Completed or began CFP (Certified Financial Planner) courses (preferred)
Licenses and Certifications
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)
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office – prolonged sitting, ability to communicate face‑to‑face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Compensation and Benefits
This position is eligible to earn a base hourly rate in the range of $27.40–$41.83 per hour. Placement within the pay range may differ based on skills, experience and geographic location.
Location: 733 Bethel Road – Columbus, Ohio 43214
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
Job Posting Expiration Date: 04/25/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
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Job Summary
Key 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.
The Private Client ADPD participant will have the opportunity to fast track through licensing. The full responsibility while in role is to study and test for successful completion of all required licenses. After successfully achieving licenses, the individual will be placed into a PCA role; the ADPD participant will then be part of our apprenticeship program to continue to develop the skills necessary to become a successful advisor at KeyBank.
Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of the methodology. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
At completion of the trainee program, the participant must hold FINRA Series 7 and 66 (or 63 & 65); state Life & Health Insurance License.
Responsibilities
Grow new clients and expand existing relationships with clients having more than $50,000 in investable assets, targeting and executing a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 and $2 million.
Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover full household and relationship growth opportunities, including investments and banking services, and refer accordingly.
Utilize a consultative sales process and assessment tools to provide comprehensive, needs‑based financial solutions, 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 core bank products to generate quality and qualified referrals back to the LOBs of the Consumer Bank, where appropriate.
Be an active member of the Branch team, engaging 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(es), including coaching and mentoring of branch personnel, client management, service delivery and other resources to maximize client needs and best‑interest‑based sales production.
Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
Comply with all KeyBank policies and procedures, acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.
Education Qualifications
Bachelor's Degree (required)
Completed or began CFP (Certified Financial Planner) courses (preferred)
Licenses and Certifications
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)
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office – prolonged sitting, ability to communicate face‑to‑face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Compensation and Benefits
This position is eligible to earn a base hourly rate in the range of $27.40–$41.83 per hour. Placement within the pay range may differ based on skills, experience and geographic location.
Location: 733 Bethel Road – Columbus, Ohio 43214
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
Job Posting Expiration Date: 04/25/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
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