Job Title: Financial Advisor
Date Posted: 05-16-2008
Job Location: Texas-Austin
Job Type: Full Time
Education Level: Bachelors Degree
Work Experience: 1+ to 2 Years
Job Shift: First Shift
Yearly Salary:DOE (Depend on Experience)
Company Name: Waddell & Reed, Inc.
Contact Information: First Name   Last Name (
Job Description:
* Markets services by asking for referrals from current clients; meeting prospects at community
functions; responding to inquiries; developing promotions; presenting financial planning

* Assesses clients' financial situation by gathering information regarding investments, asset
allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk

* Develops financial strategies by guiding client to establish financial goals; matching goals
to situation with appropriate financial plans.

* Obtains clients' commitment by explaining proposed financial plans and options; explaining
advantages and risks; providing explanations; alleviating concerns; answering questions.

* Monitors clients' financial situation by tracking changes in wealth and life circumstances;
analyzing financial plan results; identifying and evaluating new financial strategies;
recommending changes in goals and plans.

* Provides financial management information by preparing financial status analyses and
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