Interested in finding more jobs in Concord, CA? Click Here to create a Climber profile today!
Waddell & Reed Work Values
Interested in finding out if you are the type of person this company is looking for? Create an account and take our patented DNA assessment now to see how you compare.
Daily Duties at Waddell & Reed :
Researched current financial situation of prospective clients and provided solutions to help clients reach financial goals. Analyzed clients current cash flow, retirement plans, estate plans, insurance plans, current investments, and made recommendations to better position them to attain financial goals. Developed solutions using financial planning software to forecast various possibilities in all aspects of the financial planning process. Worked with mutual fund wholesalers and insurance wholesalers to better understand products and position them to fit each client's unique individual needs
What they like about Waddell & Reed :
The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.
Skills
Financial Planning , Asset Allocation, Sales , Fee Based Investing
Information about Waddell & Reed
Company Rank: Not Available
Average length of employment : 1 year
Average salary of employees: $80,000
These are some of the questions we asked our climbers about their experiences with Waddell & Reed :
| 05| | ||
| Were your performance expectations clearly communicated? | 0.0 |
|
| Were you recognized for meeting or exceeding expectations? | 0.0 |
|
| Did you feel like your personal contribution was important? | 0.0 |
|
| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
