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For your reference, we have included the original job posting below.
Financial Advisor/ Financial Planner
Job Number:
38649875
Company Name:
Waddell & Reed
Job Location:
Concord, CA US
Job Categories:
Accounting & Finance Management & Business
Financial Advisor/ Financial Planner
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.
