Financial Advisor/ Financial Sales

Waddell & Reed - Tulsa, Oklahoma Area

Posted 831 days ago
  • Experience
    Not Applicable
  • Job function
    Sales, Finance, Business Development
  • Employment type
    Full-time
  • Industry
    Financial Services, Investment Management
  • Job ID
    3176609

This is a preview of the Financial Advisor/ Financial Sales job at Waddell & Reed. To view the full job listing, join LinkedIn - its free!Join LinkedIn - its free!

About this job

Job description

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.

 

Desired Skills and Experience

Job 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.

 

Choice Advisor: 

  • Experienced Financial Services Professional: Financial Planning, Brokerage, Banking, Insurance, Wealth Management.

About this company

Waddell & Reed

Founded in 1937, Waddell & Reed is one of the most enduring financial services firms in the U.S. Providing proven, professional investment management and financial planning services to individuals and institutional investors, we operate through three distinct distribution channels: • Waddell & Reed Financial Advisors. Drawing upon a depth and breadth of investment and risk management products, our national network of financial advisors provides clients comprehensive investment and personal financial planning services. • Ivy Funds Wholesale Distribution. Through our national wholesaling efforts, we distribute our products to retail clients through broker/dealers, retirement platforms and independent RIAs. • Institutional Management. Many of our investment strategies from Waddell & Reed Investment Management Company (WRIMCO) and Ivy Investment Management Company (IICO) are offered to defined benefit plans, pension plans and endowments. We also provide sub-advisory services to other investment companies. The Waddell & Reed Advisors Funds, the InvestEd Portfolios and Ivy Funds Variable Insurance Portfolios are managed by WRIMCO and distributed by its subsidiary, Waddell & Reed, Inc. Ivy Funds are managed by IICO and distributed by its subsidiary, Ivy Funds Distributor, Inc. Securities and investment advisory services offered through Waddell & Reed, Inc., a broker/dealer, member FINRA/SIPC (www.finra.org) (www.sipc.org) and a federally registered investment advisor.

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