Waddell & Reed Financial Advisors
Type of Positions
Full-Time Entry Level
Positions Available
Financial Advisor
Degrees Sought
Bachelor's
Majors or Schools
All Majors
Position Descriptions
At Waddell & Reed, we invest in our financial advisors. As you consider your
options, we want you to know that Waddell & Reed not only offers
unparalleled opportunity, but we do so with a level of personal support that
sets us apart.
Responsibilities
As a financial advisor, you will provide your clients with comprehensive
financial planning and advice to help them effectively pursue their
financial goals.
• Target prospective clients and market your unique value proposition in
your community
• Evaluate your client’s financial situation and identify investment
objectives through a comprehensive and customized financial planning
process.
• Recommend appropriate solutions and monitor portfolios for economic
changes and adjustments in your client’s needs and objectives.
• Actively participate in training and development curriculum to continually
improve your marketing and financial planning skills and knowledge base.
• Provide personal client service and support.
Company Profile
Financial Services. Financial Planning. Investment management. Insurance.
Estate Planning.
Company Location
Dallas, TX
Website
www.joinwaddell.com