Waddell & Reed Reviews

197 Reviews
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Waddell & Reed President, CEO, and Director Hank Herrmann
Hank Herrmann
120 Ratings
  • Loved working here

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

    I worked at Waddell & Reed


    -Fast growth opportunities
    -Great support system
    -Fun culture


    -Largely commission based
    -IT is not too great

    Advice to ManagementAdvice

    -Offer more training to brokers

    Positive Outlook
    Approves of CEO

Waddell & Reed Interviews

Updated Mar 29, 2015
Updated Mar 29, 2015

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Financial Advisor Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied in-person – interviewed at Waddell & Reed.

    Interview Details

    Laid back interview, they want articulate people who are comfortable with aggressive selling. It's a typical financial "advisor" position which ironically doesn't involve much advising at all. Essentially you are selling products like mutual funds to a market demographic that's called your "specialization". You can make a ton of money in the field but not many people can cut the mustard.

    Interview Questions
    Declined Offer
    Neutral Experience
    Average Interview

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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