Job Snapshot
Location:
Edmond, OK 73003
(
Map it!
Loading Map...
)
Employee Type:
Contractor
Industry:
Accounting - Finance
Banking - Financial Services
Job Type:
Business Development
Finance
Sales
Experience:
Not Specified
Contact Information
Contact:
John Maloney, CFP, CRPC
Description
At Waddell & Reed, we make an investment in your independence. We believe that entrepreneurial advisors like you will drive the future of our industry. As you consider your options, we want you to know that Waddell & Reed not only offers what you’re looking for, but we do so with a level of personal support that sets us apart.
In a commoditized broker/dealer world, we believe we provide a uniquely flexible and supportive business model that provides advisors, and their clients, the opportunity to optimize their success.
To that end, we offer:
- An advisor-focused and client-centric culture
- A seamless transition to get you up and running
- Comprehensive rewards that affirm your worth
- A complete product offering to satisfy your clients' complex needs
- A broad spectrum of technology to streamline your practice
- The customized support you need to grow your business
With these attributes, Waddell & Reed occupies a distinctive niche in the financial services landscape. Our hybrid approach offers a level of advisor support typically found in a wirehouse with the competitive compensation structure and autonomy of an independent firm. We call it Supported Independence.
Requirements
Experienced Financial Services Professional with a proven track record of success in the Financial Services Industry and a specialization in Financial Planning, Brokerage, Banking, Insurance or Wealth Management.
Careerbuilder Related Keywords: portfolio, investment advisor, financial planner, certified financial planner, investment counselor, financial consultant, finance, portfolio, investment advisor, financial planner, certified financial planner, investment counselor, financial consultant, finance, account executive, outside sales, inside sales, sales executive, AE, salesman, saleswoman, salesperson, broker, brokerage, stockbroker, financial, portfolio, investment advisor, financial planner, certified financial planner, investment counselor, financial consultant, financial analyst, portfolio analyst, finance, portfolio, profit, loss, profit & loss, marketing, marketing coordinator, business development, market, advertising, ad