Job Description
At Waddell & Reed, we invest in our financial advisors. As you consider your options, we want you to know that Waddell & Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart.
Responsibilities
As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financial goals.
- Target prospective clients and market your unique value proposition in your community
- Evaluate your client’s financial situation and identify investment objectives through a comprehensive and customized financial planning process.
- Recommend appropriate solutions and monitor portfolios for economic changes and adjustments in your client’s needs and objectives.
- Actively participate in training and development curriculum to continually improve your marketing and financial planning skills and knowledge base.
- Provide personal client service and support.
Job Requirements
Depending on your background, experience, career and personal goals - we have three targeted career tracks. Within each track, we are looking for candidates with a demonstrated pattern of success.
Classic Advisor:
- Career Changer: Accounting, Business Development/Ownership, Mortgage Brokerage, Sales, Marketing, Education, Law, Operations/Management, Technical, Military, Health Care etc.
- New College Graduate: Financial Planning, Finance, Marketing, Business, Accounting, Public Relations, Communication, Education, etc.
Choice Advisor:
- Experienced Financial Services Professional: Financial Planning, Brokerage, Banking, Insurance, Wealth Management.
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