Waddell & Reed, Inc. – Financial Advisor
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 and Wealth Management.
Contact Information
Paul Sauerbrunn, CFP®
Managing Principal
Waddell & Reed
300 TradeCenter, Suite 1500
Woburn, MA 01801
Phone: 781-933-2067 x101
Fax: 781-933-4385
psauerbrunn@wradvisors.com
www.waddell.com
www.joinwaddell.com
www.waddellboston.wrfa.com