Waddell & Reed Financial Advisor Interview Questions | Glassdoor

Waddell & Reed Financial Advisor Interview Questions

Updated Jun 14, 2017
176 Interview Reviews

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Financial Advisor Interview

Anonymous Employee in Grand Rapids, MI
Accepted Offer
Positive Experience
Easy Interview

Application

I applied through college or university. I interviewed at Waddell & Reed (Grand Rapids, MI).

Interview

They will meet with you in person and ask you to come into the office if they think you can handle working there. Then you have to complete a massive essay describing everything about you and your past as well as where you want your target market to be, etc. After your accepted, you have to complete 300 market surveys before you become an advisor.

Interview Questions

  • Are you prepared to put in the work to do whatever it takes to make it as a financial advisor.   Answer Question

Other Interview Reviews for Waddell & Reed

  1.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Declined Offer
    Negative Experience
    Easy Interview

    Application

    I applied through a recruiter. The process took 3+ months. I interviewed at Waddell & Reed.

    Interview

    Not much of an interview process, really. Seems like they are initially interested in anyone. Of course, background and compliance are important to all the companies in this area. But I didn't get the idea they are very discerning.

    Interview Questions

    • Normal previous experience questions and who are your contacts.   Answer Question

  2.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Los Angeles, CA
    Declined Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Waddell & Reed (Los Angeles, CA) in February 2017.

    Interview

    Applied online and quickly received an email inquiring about my availability for an initial phone interview. That initial interview was pretty basic and quick and I led to a second interview this time with a regional manager. That one was also not very particular, very few questions about assets or investment planning knowledge. They were much more interested in my motivation for the role, whether it would be a good fit in terms of my ability to bring in new business (its a selling job).

    Interview Questions

  3.  

    Financial Advisor Interview

    Anonymous Interview Candidate in San Mateo, CA
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 1 day. I interviewed at Waddell & Reed (San Mateo, CA) in January 2017.

    Interview

    The phone interview seemed pretty normal and came exceptionally quick.
    A very comfortable, chill interview environment, yet formal.
    The types of questions asked are pretty standard for an internship position.

    Why do you want to work in financial advising?

    Why Waddell & Reed?

    Asks a bunch about your background, tell me yourself type of questions.

    Overall, the phone interview would be a breeze if prepared for.

    Interview Questions

    • Why financial advising? Why our firm? Tell me about yourself?   Answer Question

  4.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Palm Desert, CA
    No Offer
    Negative Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Waddell & Reed (Palm Desert, CA) in November 2016.

    Interview

    i applied online and i received a call a couple of days later in order to go to a meeting. they explained to us what the program consisted of and then we did an interview. in my case even though i had a working permit they didn't let me work because i didn't have a green card

    Interview Questions

    • whether i was legal to work in the country or not   1 Answer

  5.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Easy Interview

    Application

    I applied through a recruiter. The process took 1 day. I interviewed at Waddell & Reed.

    Interview

    listen to supervisor introducing the company, and the duties of the work. The first three month will be no paid and you have to pass 3 exams. The company is good and this is a really good start for someone who willing to pursue a job on Financial planning


  6. Helpful (1)  

    Financial Advisor Interview

    Anonymous Employee in Kansas City, MO
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through a recruiter. The process took 1+ week. I interviewed at Waddell & Reed (Kansas City, MO) in September 2016.

    Interview

    I was asked basic questions. He wanted to know my background. A lot of the interview was him telling me about the job, how it was structured and what needed to be done.

    Interview Questions


  7. Helpful (1)  

    Financial Advisor Interview

    Anonymous Employee in Costa Mesa, CA
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through a recruiter. The process took 4+ weeks. I interviewed at Waddell & Reed (Costa Mesa, CA) in July 2016.

    Interview

    lasted 4 weeks with 3 interviews, first was an informative group interview where they brought in a group of ten, then after three criteria check( work permit, background check and skill check/personality quiz) then they call you back for a second interview.they give you a task of trying to contact and talk to 15 prospects and get feed back from them in a week then bring the info back for the final interview which they do once a month. Then they let you know either after the final interview or after the weekend to extend the offer.

    Interview Questions

    • Where do you think in the first year that you will be able to bring xxx,xxx amount of dollars.   Answer Question
  8.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Campbell, CA
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 3 weeks. I interviewed at Waddell & Reed (Campbell, CA) in July 2016.

    Interview

    Went through a four interview process. First started with a career preview meeting where the district manager gave an informative overview of the financial advisor career. The manager gave good insights and details what the career involves, what it takes to succeed and what the role will be like. Second interview met with district manager one on one where I was asked questions like why I would be successful in the career, my strategy for building client base, etc. Third interview the district manager talked majority of time about the career path (i.e. licensing, training, marketing). Well thought out and well presented. Final interview, they walked me through how I would be compensated and again, very thoroughly explained. Got a chance to talk with another advisor for 15 minutes to ask him about the career path which was an added bonus.

    Ultimately I did not move forward due to personal family reasons. May explore opportunity in the future and if so, I would definitely apply here again. For the right person who wants to be a financial advisor, I would recommend this company.

    Interview Questions

    • What are one or two characteristics that make me stand out above everyone else?   Answer Question

  9. Helpful (2)  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Declined Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. I interviewed at Waddell & Reed.

    Interview

    Interview felt like a sales pitch. I'm pretty sure "financial advisor" really means financial product and services salesman to them. The people seemed nice, and it felt like a good environment on the whole, just be honest about what the position actually is. Other than that, it seems like a good opportunity for those interested in entering the financial industry.

    Interview Questions

    • Ask people you know to give their opinions about you filling this role.   Answer Question

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