Advisor Professional Development Program; APDP

Overview

Location: 314 East Third Avenue - Moses Lake, Washington 98837

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 participant is responsible for studying and testing for successful completion of all required licenses. After successfully achieving licenses, the individual will be placed into a PCA role, and will continue in our apprenticeship program to develop the skills necessary to become a successful advisor  Private Client Advisor's focus will be 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.

At completion of the trainee program, the participant must hold FINRA Series 7 and 66 (or 63 & 65); state Life & Health Insurance License.

• Responsible for growing new clients and expanding existing relationships with clients with more than $50,000 in investable assets and will target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 and $2,000,000.
• Host holistic Financial Wellness conversations and complete comprehensive financial plans to uncover full household and relationship growth opportunities, including investments and banking-related opportunities, and refer accordingly.
• Utilize a consultative sales process and assessment tools to provide comprehensive, needs-based financial solutions 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 a 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 referrals back to the LOBs 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(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.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or be assigned at any time with or without notice.
• Complies with all Key Bank policies and procedures, including acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key and its clients.

• Bachelor's Degree (required)
• Have completed/begun 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 hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.

This position is eligible to earn a base salary rate of $80,168.00 annually. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please  for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 04/17/2026

Key Corp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified…