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 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 programs 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
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.
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
Experienced Financial Services Professional: Financial Planner, Stock Broker, Insurance Sales,
New College Graduate: Financial Planning, Finance, Marketing, Business, Accounting, Public
Relations, Communication, Education
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.
Learn more about the opportunity at www.waddell.com!
E-Mail to: firstname.lastname@example.org