Financial Advisor / Financial Sales
10/30/2009		 Apply for this job now!
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Job Overview

Company: Waddell & Reed
Location: map it!US-OK-Edmond
Base Pay: N/A
Employee Type: Full-Time Professional
Industry: Accounting - Finance
Banking - Financial Services
Manages Others: No
Job Type: Business Development
Finance
Sales
Req'd Education: Bachelor's Degree Preferred
Req'd Experience: Not Specified
Req'd Travel: Negligible
Relocation Covered: Not Specified
   
Contact: John Maloney, CFP, CRPC
Phone: 405-341-4771
Email: Send Email Now
Fax: Not Available
 
Ref ID: Not Available
 

Company Overview

Waddell & Reed, Inc., formed in 1937, is one of the most enduring broker/dealers in the United States. We offer advisors an environment which seeks to combine the philosophical and practice flexibility of an independent model with the support and resource infrastructure of a full-service firm. Our Classic advisors emphasize comprehensive financial planning and work in a direct-to-fund environment. Our Choice Advisors, utilizing the brokerage platform of Pershing, LLC, work in an open-architecture environment providing a comprehensive array of products and fee-based structures. Advisors from both operating environments can qualify for stock of our public company and enjoy highly competitive compensation structures within the practice model that they select, with payouts ranging from 60% to 90%. In a commoditized broker/dealer world, we believe we offer a uniquely flexible and supportive structure that provides advisors, and their clients, the opportunity to optimize their success.

Job 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.

 

Job 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.

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