Company Overview
Waddell & Reed, based in Overland Park, Kansas, has been helping people make the most of their financial future 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. Our mission? We offer our clients solid financial products within a personal financial plan. This approach - which we call "Investing. With a Plan." - is what makes us who we are, and what helps us stand apart from our competitors.
Job Description
A Career as a Financial Advisor with Waddell & Reed. Personalized for You. Personalized by You.
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.
Depending on your background, experience, career and personal goals - we have three targeted professional development programs customized to meet your needs and capitalize on your talents in the financial industry.
It's the same approach our Financial Advisors use in building financial plans for our clients - personalized, supportive, interactive and consultative.
This personalized approach to a career as a financial advisor 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 in financial planning.
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.
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.
Job 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
•Experienced Financial Services Professional: Financial Planner, Stock Broker, Insurance Sales, Banking
•New 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.
For consideration please e-mail your resume to delliott@wradvisors.com
It is NOT ok to contact this poster with commercial interests.
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