Job: Financial Advisor - Choice Advisor - Experienced

Job 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

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