At Waddell & Reed, our vision is to help you work toward achieving your financial aspirations. For over 70 years, we have been committed to helping investors develop and work toward financial goals designed to help them realize their life's dreams. We do this by providing personal, comprehensive financial planning and solid investment and insurance products delivered to you by skilled, well-trained financial advisors.
Many Waddell & Reed Financial Advisors are able to sell insurance products as agents of various insurance companies through arrangements that Waddell & Reed has made with these insurance companies.
Job Description
As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financial goals.
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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