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Financial Advisor / Financial Sales

Job Snapshot
Location:
Orland Park, IL 60462 (map it!Map it! )
Employee Type:
Contractor
Industry:
Accounting - Finance
Banking - Financial Services
Manages Others:
No
Job Type:
Business Development
Finance
Sales
Education:
4 Year Degree
Experience:
Not Specified
Travel:
Negligible
Post Date:
10/30/2009
Description

At Waddell & Reed, we invest in our financial advisors. As you consider your options, we want you to know that Waddell & Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart.

  

Responsibilities

As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financial goals.

  • Target prospective clients and market your unique value proposition in your community
  • Evaluate your client’s financial situation and identify investment objectives through a comprehensive and customized financial planning process.
  • Recommend appropriate solutions and monitor portfolios for economic changes and adjustments in your client’s needs and objectives.
  • Actively participate in training and development curriculum to continually improve your marketing and financial planning skills and knowledge base.  
  • Provide personal client service and support.
 
Requirements

Depending on your background, experience, career and personal goals - we have three targeted career tracks. Within each track, we are looking for candidates with a demonstrated pattern of success.

 

Classic Advisor:  

  • Career Changer: Accounting, Business Development/Ownership, Mortgage Brokerage, Sales, Marketing, Education, Law, Operations/Management, Technical, Military, Health Care etc.
  • New College Graduate: Financial Planning, Finance, Marketing, Business, Accounting, Public Relations, Communication, Education, etc.

 

Choice Advisor:

  •  Experienced Financial Services Professional: Financial Planning, Brokerage, Banking, Insurance, Wealth Management.

 

 

 

 

 

 

 

 

 

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