5 advisor professional development program jobs found

Location: 19830 SE Highway 212 - Damascus, Oregon 97089 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...

Location: 2829 W 11th Street - Eugene, Oregon 97402 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We...

Location: 6620 SW Beaverton Hillsdale Highway - Portland, Oregon 97225 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their...

Company Horizon Air The Team Our airport teams work together to move guests and their belongings from curb to cabin, creating remarkable experiences along the way. Whether customer-facing or behind the scenes, we want to hear from you if you can be welcoming to people from all walks of life, think on your feet, and manage a flexible schedule. In return, you’ll receive a competitive total rewards package, professional development opportunities, and other benefits that are all designed to take you places. Role Summary As a working leader of the Customer Service group, the Customer Service Team Captain will assume the responsibility and accountability of the team while leading, directing, motivating, evaluating and approving the work of the Customer Service Agents.  Key Duties Leads the Customer Service Agents on shift and is responsible for the success of a team’s ability...

Company Horizon Air The Team Our airport teams work together to move guests and their belongings from curb to cabin, creating remarkable experiences along the way. Whether customer-facing or behind the scenes, we want to hear from you if you can be welcoming to people from all walks of life, think on your feet, and manage a flexible schedule. In return, you’ll receive a competitive total rewards package, professional development opportunities, and other benefits that are all designed to take you places. Role Summary The Duty Desk is responsible for payroll processing, record keeping, financial tracking and scheduling system management for the stations that their team supports.  Key Duties Maintain integrity of the payroll system, process individual employee timecards and accurate payroll. Process data for financial tracking and forecasting. Notification to leadership...