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For your reference, we have included the original job posting below.
Financial Advisor / Financial Sales
Job Number:
26954593
Company Name:
Waddell & Reed
Job Location:
Woodland Hills, CA 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.
Compensation
Your compensation is based on an attractive commission and bonus program as well as fees for financial planning services. For those who qualify, there is a program designed to stabilize income for your initial phase in the business.
Benefits
Waddell & Reed offers a full range of benefits.
Group Medical Plan
A broad coverage PPO plan, the group medical plan covers things from routine office visits to hospitalization. Premium amount is partially subsidized by the company. Additional features of the group medical plan include:
· Dental Benefits
· Prescription Drug Card
· Group Life Insurance
· Employee Assistance Program
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.
