Waddell & Reed


Waddell & Reed Financial Advisor Jobs & Careers

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Show:  All Results Last 7 Days
21 days ago

Financial Advisor

Waddell and Reed Youngstown, OH +6 locations

Waddell & Reed is expanding our team of Financial Advisors in the Greater… , ultimate goal of making clients successful. As a Waddell & Reed financial Waddell and Reed

21 days ago

Customer Service Rep

Waddell & Reed Mission, KS +2 locations

• Respond to written inquiries from shareholders and Financial… • Provide Financial Advisors with 'how-to' procedures •… CareerBuilder

30+ days ago

District Manager

Waddell & Reed Salt Lake City, UT

Provide leadership in the district/division focused on growth in revenue, sales, number of financial advisors, new… CareerBuilder

30+ days ago

Sr. Financial Planning Sales Specialist

Waddell and Reed Overland Park, KS

proactive marketing campaigns directed toward financial advisors, designed to… Glassdoor

10 days ago

Financial Planning Summer Intern

Waddell and Reed Overland Park, KS

• Assist home office and field leaders as needed • Participate in training and development sessions • Conduct industry research • Develop and… Glassdoor

30+ days ago

Brokerage Call Associate

Waddell and Reed Overland Park, KS

investment and product information for Financial Advisors • Timely… Glassdoor

30+ days ago

Compliance Surveillance Analyst

Waddell and Reed Overland Park, KS

• Review exception reports, gather supporting documentation, and request suitability information from supervisors to evaluate whether advisor… Glassdoor

30+ days ago

Internal Wholesaler

Waddell and Reed Overland Park, KS

• Responsible for raising and retaining assets within a geographic territory by making proactive phone calls to brokers and… Glassdoor

30+ days ago

Regional Recruiter

Waddell & Reed Financial Overland Park, KS

o Proactively headhunt and build a network of experience financial advisor candidates – identifying them via… Glassdoor

30+ days ago

Onsite Transition Specialist

Waddell and Reed Overland Park, KS

• Onsite support: work directly with new advisor to complete new account paperwork, get it submitted, and accounts opened • Work withnew advisors… Glassdoor

Waddell & Reed Reviews

175 Reviews
175 Reviews
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Waddell & Reed President, CEO, and Director Hank Herrmann
Hank Herrmann
109 Ratings

    Great Company, Great Reputation, Great Product-----But make sure you're in the right office with the right management

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Financial Advisor in Brea, CA
    Current Employee - Financial Advisor in Brea, CA

    I have been working at Waddell & Reed (more than an year)


    This review is specific to the Northern Orange County office in Brea. I can't attest to any other Waddell and Reed offices. This is my first real job out of college and I had heard over and over how difficult it was to make it as a Financial Advisor. But my experience has been excellent. The training, coaching, and individual attention i have received has allowed me to have a very successful first year. The Managing Principal of my office is very hands on and actually accompanied me on just about every meeting I had, More importantly, he is also very accessible and actually makes it fun to come to work.


    Paperwork can be a little overwhelming at first, but I think that's just the nature of the industry and regulations

    Advice to ManagementAdvice

    More perks for first year advisors so we can qualify for more of the company's events

    Positive Outlook
    Approves of CEO

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