About KeyBank

KeyBank is a leading national bank committed to helping clients achieve their financial goals through innovative wealth management and banking solutions. With a strong presence across the United States, KeyBank offers exceptional career opportunities in financial services, particularly for those passionate about wealth management and client success. Join our Indianapolis team and launch your career with one of America's most trusted financial institutions.

Position Summary

The Advisor Professional Development Program (APDP) at Key Investment Services is an exclusive 22-month program designed for aspiring wealth management professionals. Based at our 1305 E 86th Street location in Indianapolis, IN, this program fast-tracks novice advisors through licensing (FINRA Series 7, 66, SIE, and state insurance licenses) and provides hands-on apprenticeship training. Upon successful completion, participants transition into Private Client Advisor roles serving our Mass Affluent client base ($250K-$2M investable assets). Earn $57,000-$87,000 annually while building a client-centric financial practice focused on planning and financial wellness.

Key Responsibilities

• Grow new Mass Affluent clients and expand existing relationships through consistent sales processes and comprehensive financial planning
• Lead holistic Financial Wellness conversations to uncover investment and banking opportunities
• Deliver needs-based investment solutions using consultative sales methodologies
• Achieve sales production and referral goals by working leads, book of business, and branch partnerships
• Build strong relationships with Retail Branch Managers, teams, and Centers of Influence
• Coordinate investment product delivery and coach branch personnel on referral opportunities

Required Qualifications

• Bachelor's Degree required; CFP coursework preferred
• Must obtain FINRA SIE, Series 7, Series 66 (or 63/65), and state Life & Health Insurance licenses within 120 days
• Strong communication, sales acumen, and client relationship skills
• Demonstrated ability to partner with banking teams and centers of influence
• Commitment to KeyBank's values of professionalism, ethics, and client-first service

Why Join Us

KeyBank's APDP offers unparalleled training and career acceleration in wealth management. Benefit from structured mentorship, comprehensive licensing support, and immediate access to KeyBank's extensive client base. Enjoy competitive compensation ($27.40-$41.83/hour, equating to $57K-$87K annually), full-time employment, and growth opportunities within a top-tier financial institution. Be part of a collaborative team driving financial wellness for Mass Affluent clients in Indianapolis. Apply now for this entry-to-mid-level wealth management career launchpad at KeyBank.