Advisor, Professional Development Program
KeyBank
full-time
Posted on:
Location Type: Office
Location: Damascus • Oregon • United States
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Salary
💰 $55,000 per year
About the role
- Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets
- Host holistic Financial Wellness conversations and complete comprehensive financial plans
- Utilize a consultative sales process and assessment tools where appropriate
- Attain sales production and referral goals to the Bank
- Develop a complete understanding of Key Investment Services solutions
- Be an active member of the Branch team
- Engage licensed and non-licensed Branch personnel to identify investment referral opportunities
- Coordinate all aspects of investment product delivery within assigned Branch(s)
Requirements
- Bachelor's Degree (required)
- Have completed/began 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)
Benefits
- short-term incentive compensation
- deferred incentive compensation subject to individual and company performance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningconsultative salesinvestment product deliveryclient relationship management
Soft Skills
communicationteam collaborationclient engagement
Certifications
Bachelor's DegreeCFP (Certified Financial Planner)FINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66Resident State Insurance License