About KeyBank

KeyBank is a leading national bank committed to empowering clients through innovative financial solutions and exceptional service. With a strong presence across the United States, KeyBank offers comprehensive wealth management, banking, and investment services. Join our team in Moses Lake, WA, and launch your career in finance 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 Moses Lake, WA location (314 East Third Avenue), this phased program fast-tracks novice advisors through licensing (FINRA Series 7, 66, SIE, and state insurance licenses within 120 days) and provides hands-on apprenticeship training. Focus on Mass Affluent clients ($250K-$2M investable assets) with holistic financial wellness planning. Upon completion, transition to a full Private Client Advisor role, building a client-centric financial practice. Competitive salary range: $57,059 - $87,006 annually ($27.40 - $41.83/hour).

Key Responsibilities

• Grow new Mass Affluent clients and expand existing relationships through consistent sales processes and financial planning.
• Lead holistic Financial Wellness conversations, uncovering investment and banking opportunities.
• Deliver comprehensive, needs-based investment solutions using consultative sales and assessment tools.
• Achieve sales production and referral goals via book of business, leads, and branch partnerships.
• Collaborate with Retail Branch teams and Centers of Influence to maximize client referrals and cross-selling.
• Coordinate investment product delivery, mentor branch personnel, and ensure ethical, client-focused service.

Required Qualifications

• Bachelor's Degree required; CFP courses 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 KeyBank's values of professionalism and ethics.
• Physical demands: General office environment with prolonged sitting.

Why Join Us

KeyBank's APDP offers unparalleled training, licensing support, and a clear path to wealth management success. Enjoy a competitive salary, professional development, and the chance to build lasting client relationships in a collaborative branch environment. Be part of a team that prioritizes financial wellness and community impact. Apply now for banking jobs in Moses Lake, WA, and advance your KeyBank career in financial advising, investment services, and wealth management.