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.

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.