About KeyBank

KeyBank is a leading national bank committed to empowering clients through innovative financial solutions. With a strong presence in wealth management, Key Investment Services (KIS) offers comprehensive investment services to Mass Affluent clients. Join our dynamic team in Bellevue, WA, and launch your career in financial advising through our exclusive programs.

Position Summary

The Advisor Professional Development Program (APDP) is a 22-month phased training program designed for aspiring wealth management professionals. Located at 3636 Factoria Blvd SE, Bellevue, Washington, this entry-level opportunity fast-tracks novice advisors through licensing (FINRA Series 7, 66, SIE, and state insurance licenses) and transitions successful participants into Private Client Advisor (PCA) roles. Focus on Mass Affluent clients ($250K-$2M investable assets) with holistic financial wellness planning, investment solutions, and relationship building. Competitive hourly pay of $27.40 - $41.83 converts to $57,059 - $87,006 annually. Ideal for banking jobs, financial advisor careers, and wealth management training in Bellevue, WA.

Key Responsibilities

• Grow new clients and expand relationships targeting $250K-$2M investable assets using consistent sales processes.
• Lead holistic Financial Wellness conversations and create comprehensive financial plans to uncover investment and banking opportunities.
• Deliver needs-based investment solutions through consultative sales and partnerships with branch staff.
• Meet sales production and referral goals via book of business, leads, and branch referrals.
• Build strong partnerships with Retail Branch Managers, teams, and Centers of Influence.
• Coach and mentor branch personnel on investment opportunities and service delivery.
• Maintain compliance with all KeyBank policies, acting ethically in clients' best interests.

Required Qualifications

• Bachelor's Degree (required); CFP courses completed or in progress (preferred).
• Must obtain FINRA SIE, Series 7, Series 66 (or 63/65), and state Life & Health Insurance License within 120 days.
• Strong sales acumen, client relationship skills, and commitment to professional development.
• Demonstrate KeyBank Values and Leadership Competencies.

Why Join Us

KeyBank's APDP offers unparalleled training, licensing support, and a clear path to a rewarding Private Client Advisor career. Enjoy a collaborative branch environment, cross-selling opportunities across Consumer Bank products, and the chance to build a client-centric financial practice. Competitive salary, professional growth, and work-life balance in vibrant Bellevue, WA. Apply now for KeyBank careers in wealth management, financial planning jobs, and investment advisor training programs.