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PrintFinancial Advisor
| Company: | Waddell & Reed Financial Services Company Profile | Current Opportunities (1) |
| Job Location(s): | Brookfield, Delafield, Milwaukee, Pewaukee, Waukesha |
| Special Notes/Instructions: | Please apply to this posting with a copy of your resume. (Preferably in a Microsoft word document) |
| Employment Term: | Regular |
| Employment Type | Full Time |
| Hours per Week: | 40 |
| Start Date: | Immediate |
| Starting Salary Range: | Not Provided |
| Required Education: | Bachelor's Degree |
| Required Experience: | Open |
| Related Categories: | Investment - Consultant, Finance - Management, Finance - Advisor/Services |
Position Description
Financial Advisor with Waddell & Reed – Financial Services
Since 1937 our firm has been helping clients establish a comprehensive financial plan including estate planning, 401(k) retirement planning, mutual funds and 529 education funding. We offer a thorough development program to prepare you for your financial planning career with excellent income and management potential.
Job Requirements:
This is a profession that rewards you and your ability to create and maintain relationships, market and locate clients, and possess an entrepreneurial perspective to build your practice.
To become a financial advisor, you will need to pass federal and state exams and designations-including:
• Series 7
• Series 66
• State life, accident and health insurance licenses
Waddell & Reed offers a competitive first year compensation and incentive program and ongoing training and mentorship necessary to achieve success in your financial services profession.
For more information regarding the Financial Advisor career, please visit our company website www.waddell.com and click on careers.
Please forward a copy of your resume in a Microsoft Word document.
Sincerely,
Sarah Seefeldt
Waddell & Reed Inc.
N16 W24132 Prairie Ct. Suite 100
Waukesha, WI 53188
sseefeldt@wradvisors.com
www.waddell.com
Since 1937 our firm has been helping clients establish a comprehensive financial plan including estate planning, 401(k) retirement planning, mutual funds and 529 education funding. We offer a thorough development program to prepare you for your financial planning career with excellent income and management potential.
Job Requirements:
This is a profession that rewards you and your ability to create and maintain relationships, market and locate clients, and possess an entrepreneurial perspective to build your practice.
To become a financial advisor, you will need to pass federal and state exams and designations-including:
• Series 7
• Series 66
• State life, accident and health insurance licenses
Waddell & Reed offers a competitive first year compensation and incentive program and ongoing training and mentorship necessary to achieve success in your financial services profession.
For more information regarding the Financial Advisor career, please visit our company website www.waddell.com and click on careers.
Please forward a copy of your resume in a Microsoft Word document.
Sincerely,
Sarah Seefeldt
Waddell & Reed Inc.
N16 W24132 Prairie Ct. Suite 100
Waukesha, WI 53188
sseefeldt@wradvisors.com
www.waddell.com
Contact Information
Please do not contact this employer by phone.
