[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"job-apdp-pca-trainee-key-investment-services-llc-de-us":3},{"id":4,"slug":5,"title":6,"description":7,"company":8,"is_featured":11,"featured_until":7,"is_active":12,"deactivated_at":7,"is_enriched":12,"processed_job_posting_json":13,"processed_latitude":67,"processed_longitude":68,"processed_employment_types":69,"processed_working_hours":70,"processed_working_hours_labels":72,"processed_home_office":73,"processed_salary_min":64,"processed_salary_max":65,"processed_salary_currency":61,"processed_salary_source":74,"processed_benefits":75,"processed_benefits_labels":78,"processed_industry":79,"processed_skills":7,"processed_job_location":80,"processed_full_address_gmaps":82,"processed_street_gmaps":84,"processed_city_gmaps":86,"processed_postal_code_gmaps":87,"processed_country_gmaps":89,"processed_country_iso_code_gmaps":91,"full_description":16,"formatted_description":92,"processed_employment_types_labels":36,"processed_home_office_labels":34,"processed_industry_labels":38,"processed_it_skills":93,"processed_it_skills_labels":95,"processed_soft_skills":96,"processed_soft_skills_labels":99,"processed_job_expertise_skills":100,"processed_job_expertise_skills_labels":101,"processed_language_requirements":102,"processed_total_experience_years":109,"processed_professional_field":110,"processed_professional_field_labels":112,"processed_leadership_role":11,"processed_date_posted":20,"raw_job_url":113,"apply_url":7,"raw_hiringOrganization_logo_url":7,"translations":7,"canonical_industry_key":79,"canonical_industry_label":38,"max_cpc":114,"actual_cpc":7},85323,"apdp-pca-trainee-key-investment-services-llc","APDP PCA Trainee",null,{"name":9,"slug":10,"logo_url":7},"Key Investment Services, LLC","key-investment-services-llc",false,true,{"@context":14,"@type":15,"title":6,"description":16,"hiringOrganization":17,"datePosted":20,"validThrough":21,"jobLocation":22,"jobLocationType":34,"employmentType":35,"industry":37,"skills":39,"baseSalary":59},"https:\u002F\u002Fschema.org\u002F","JobPosting","Location: 353 NE Northgate Way - Seattle, Washington 98125-6020 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 full responsibility while in role is to study and test for successful completion of all required licenses. After successfully achieving licenses, individual will be placed into a PCA role, The ADPD participant will then be part of our apprenticeship program to continue to develop the skills necessary to become a successful advisor here at KeyBank. 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 KeyBank 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. Responsibilities Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute 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 in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly. Utilize a consultative sales process and assessment tools where appropriate, provide 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. 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(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs\u002Fbest 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\u002For activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Performs other duties as assigned; duties, responsibilities and\u002For activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Education Qualifications Bachelor's Degree (required) Have completed\u002Fbegan CFP (Certified Financial Planner) Courses (preferred) Licenses and Certifications 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) Core Competencies All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC\u002Flaptop, occasional lifting\u002Fpushing\u002Fpulling of backpacks, computer bags up to 10 lbs. COMPENSATION AND BENEFITS 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. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12\u002F31\u002F2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.",{"@type":18,"name":19},"Organization","0124 Key Investment Services, LLC","2026-10-06","2027-10-06",[23],{"@type":24,"address":25,"geo":30},"Place",{"@type":26,"addressLocality":27,"addressCountry":28,"addressRegion":29},"PostalAddress","Seattle","US","Washington",{"@type":31,"latitude":32,"longitude":33},"GeoCoordinates",47.708275,-122.323806,"ONSITE",[36],"PERMANENT",[38],"Financial Services",[40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57,58],"Microsoft Office","CRM Software","Financial Planning Software","Communication","Relationship Building","Sales","Coaching","Mentoring","Teamwork","Ethical Judgment","Financial Planning","Investment Advisory","Wealth Management","Consultative Sales","Client Relationship Management","Referral Generation","Cross-Selling","Financial Products Knowledge","Regulatory Compliance",{"@type":60,"currency":61,"value":62},"MonetaryAmount","USD",{"@type":63,"minValue":64,"maxValue":65,"unitText":66},"QuantitativeValue",56992,87006,"YEAR",[32],[33],"permanent",[71],"FULL_TIME",[71],"onsite","estimated",[76,77],"Competitive base hourly rate","Comprehensive benefits package (details via link)",[76,77],"financial services",[81],"0124, 353 ne northgate way (br), seattle, wa, united states of america",[83],"353 NE Northgate Way, Seattle, WA 98125, USA",[85],"Northeast Northgate Way 353",[27],[88],"98125",[90],"USA",[28],"Location: 353 NE Northgate Way - Seattle, Washington 98125-6020\n\n## Job Summary\n\nKey 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 full responsibility while in role is to study and test for successful completion of all required licenses. After successfully achieving licenses, individual will be placed into a PCA role, The ADPD participant will then be part of our apprenticeship program to continue to develop the skills necessary to become a successful advisor here at KeyBank. 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 KeyBank 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.\n\n## Responsibilities\n\n- Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.\n- Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.\n- Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.\n- Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.\n- 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.\n- 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.\n- Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs\u002Fbest interest-based sales production.\n- Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.\n- Performs other duties as assigned; duties, responsibilities and\u002For activities may change or new ones may be assigned at any time with or without notice\n- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.\n- Performs other duties as assigned; duties, responsibilities and\u002For activities may change or new ones may be assigned at any time with or without notice\n- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.\n\n## Education Qualifications\n\n- Bachelor's Degree (required)\n- Have completed\u002Fbegan CFP (Certified Financial Planner) Courses (preferred)\n\n## Licenses and Certifications\n\n- FINRA Security Industry Essentials (SIE) within 120 Days (required)\n- FINRA License S7 within 120 Days (required)\n- FINRA License S66 and Resident State Insurance License within 120 Days (required)\n\n## Core Competencies\n\nAll KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.\n\n## Physical Demands\n\nGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC\u002Flaptop, occasional lifting\u002Fpushing\u002Fpulling of backpacks, computer bags up to 10 lbs.\n\n## COMPENSATION AND BENEFITS\n\nThis 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. Please click here for a list of benefits for which this position is eligible.\n\nJob Posting Expiration Date: 12\u002F31\u002F2026\n\nKeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.\n\nKeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.",{"crm software":94,"microsoft office":94,"financial planning software":94},2,[40,41,42],{"communication":97,"relationship building":97,"sales":97,"coaching":98,"mentoring":98,"teamwork":98,"ethical judgment":97},4,3,[43,44,45,46,47,48,49],{"cross-selling":98,"wealth management":98,"consultative sales":97,"financial planning":98,"investment advisory":98,"referral generation":98,"regulatory compliance":98,"financial products knowledge":98,"client relationship management":97},[50,51,52,53,54,55,56,57,58],{"detected_language_jobad":103,"required":104},"en",[105],[106],{"language":107,"level":108},"ENGLISH","C2",0,[111],"Finance Professionals",[111],"https:\u002F\u002Fkeybank.wd5.myworkdayjobs.com\u002Fen-us\u002Fexternal_career_site\u002Fjob\u002Fseattle-wa\u002Fapdp-pca-trainee_r-42474",1]