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Listed below are the top 10 out of 284 listings that are in the same industry and location as the job you were looking for. To see more than 10 listings, click here to search similar jobs in Wilmington, DE
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Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...
Prudential Insurance Company of America - Philadelphia, PA US
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Seasoned Financialy Analyst 7 mo. assignment in Malvern/Paoli PA area. Now interviewing. Experienced, seasoned Financial Analyst needed by client in the Malvern/Paoli, ...
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, ...
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Sell BNY Mellon's Wealth Management investment services to high net worth individuals primarily through facetoface meetings and networking with various sources. ...
For your reference, we have included the original job posting below.
Financial Advisor / Financial Sales
Job Number:
26954595
Company Name:
Waddell & Reed
Job Location:
Wilmington, DE US
Job Categories:
Accounting & Finance Management & Business
Financial Advisor / Financial Sales
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 clients 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 clients 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.
