Job Description:
A Career as a Financial Advisor with Waddell & Reed. Personalized for You. Personalized by You.
Whether you are just starting your career, are looking for a new challenge and/or industry, or are already an established financial professional - Waddell & Reed enables you to apply your skills in an entrepreneurial yet highly supportive environment.
We have been helping people navigate through some of life's most challenging financial issues since 1937. A premier financial services company, we are one of the nation's most enduring mutual fund/financial planning firms. Our focus? Long-term, one-on-one relationships in which our financial advisors interact with clients in the communities where they live.
As a financial advisor with Waddell & Reed, your responsibilities include: marketing your unique set of strengths and skills in your community, targeting prospective clients, identifying their needs by analyzing their present income and asset situation, recommending appropriate investment and insurance solutions, helping them take action on your recommendations, and providing personal client service.
We know how challenging it can be to find that perfect career, one that enables you to capitalize on your strengths and your personal, unique attributes; one that fulfills your expectations while meeting others' needs; and one that supports all your life's aspirations. In fact, some may say that such a career does not exist.
It seems unlikely that one career can be all things to so many different people. But at Waddell & Reed, it happens everyday. We enable you to develop a career that works with who you are, what you have to offer, and how your talents can enable you to help others build a successful financial future while doing the same for yourself.
Depending on your background, experience, career and personal goals, we have a three targeted professional development program customized to meet your needs and capitalize on your talents.
It's the same approach we use in building financial plans for our clients - personalized, supportive, interactive and consultative.
This personalized approach to a career as one of our financial advisors is based on your needs and goals. At Waddell & Reed, we provide the means - the tools, processes, support systems and products - to assist you in achieving the goals you have set for yourself, your clients and your business.
It works because it's your career - a career that challenges the notion that you have to fit into a certain mold or follow a certain path. At Waddell & Reed, you create your own mold, and you pave your own career path.
Requirements:
Education: BA/BS Degree or Equivalent Professional Experience and Success
Relevant Work Experience:
3 career tracks with customized professional development; business planning and marketing
Stable, successful and progressively more responsible career in a professional field: Accounting, Business Development/Ownership, Mortgage Brokerage, Sales, Marketing, Teaching, Law, Operations/Management, Technical, Military, Health Care
College Graduate: Financial Planning, Finance, Marketing, Business, Accounting, Public Relations, Communication, Education
Other skills: Strong sales and/or people skills, a genuine desire to help others, an interest in learning financial planning methods, and a personal commitment to becoming a professional in the financial services business.
