Advisor Professional Development Program; APDP

Location

1305 E 86th Street - Indianapolis, Indiana 46240

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 fast‑track through licensing while studying and testing for successful completion of all required licenses.

After achieving licenses, the individual will be placed into a PCA role and continue to develop the skills necessary to become a successful advisor vate Client Advisors focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to Key Bank 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.

• Grow new clients and expand existing relationships with clients more than $50,000 in investable assets, specifically targeting and executing 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 uncovering full household and relationship growth opportunities, both investments and banking related, and referring accordingly.
• Utilize a consultative sales process and assessment tools where appropriate, providing 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, 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(s), including coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs and best interest‑based sales production.
• Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
• 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.
• Comply with all Key Bank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

• 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 Resident State Insurance License within 120 Days (required)

All Key Bank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

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.

This position is eligible to earn a base hourly rate in the range of $27.40 – $41.83 per…