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Waddell & Reed Work Values
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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 :
Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.
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 :
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| 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 |
