Waddell & Reed

  www.waddell.com
  www.waddell.com

Waddell & Reed Reviews

175 Reviews
3.4
175 Reviews
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Waddell & Reed President, CEO, and Director Hank Herrmann
Hank Herrmann
109 Ratings
  1. 1 person found this helpful  

    Client satisfaction the goal of advisors, more paperwork the goal of home office

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Waddell & Reed

    Pros

    The people are great
    Good way to start a career

    Cons

    Home Office introduces and changes paperwork frequently, resulting in excessive NIGOs and having to go back to the client, which severely diminishes the client experience. It is difficult to provide the best possible client experience when we have to jump through the hoops that are only convenient for Home Office and do nothing to provide more value for the client.

Waddell & Reed Interviews

Updated Dec 5, 2014
Updated Dec 5, 2014

Interview Experience

Interview Experience

54%
33%
13%

Getting an Interview

Getting an Interview

40%
22%
15%

Interview Difficulty

2.3
Average

Interview Difficulty

Hard

Average

Easy
  1.  

    Financial Advisor Interview

    Anonymous Employee
    Anonymous Employee
    Interview Details

    The interview process is quality and they supply you with a lot of information so take notes. It was multiple steps and took place over a few weeks. The firm displayed itself well and they are a boutique investing firm with asset and wealth management skills and abilities. They present an unbiased advisory firm.

    Interview Questions
    No Offer

Waddell & Reed Awards & Accolades

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Additional Info

Unlock Profile
Website www.waddell.com
Headquarters Overland Park, KS
Size 1000 to 5000 Employees
Founded 1937
Type Company - Public (WDR)
Industry Finance
Revenue $1 to $2 billion (USD) per year

Waddell & Reed Financial is one of the oldest mutual fund managers in the US. Subsidiaries administer and distribute more than 80 mutual funds under the names Waddell & Reed Advisors Funds (the company's longest-running and largest fund complex), Ivy Funds (administered by Ivy Investment Management), and Waddell & Reed InvestEd Portfolios; they also manage accounts for institutional investors and private clients. The company sells annuities and insurance through alliances with third-party providers. Waddell & Reed has about 425 locations throughout the US, including more... More

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