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Explore a professional development program that goes where you want your career to go.

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Our professional development program helps you master the business and direct your career.

“To succeed in my first career, I needed help from someone who’d been there, someone who could commit resources and mentoring to my professional development.”

Recent college graduate and new financial advisor at Waddell & Reed


“I wanted flexibility and more control over my destiny without giving up an environment where I can learn from peers and mentors.”

Combined with the unique characteristics you bring – college leadership experience, professional expertise, community engagement, personal strengths – you have a solid path to an exciting career.

Career changer and new financial advisor at Waddell & Reed

Your professional development program is an outgrowth of our collaborative community. 

Learn more from a member of our team.

Get Started

Your career thrives on building knowledge, layer by layer, year after year

When you delve into the financial advisor career, you’ll put down an important foundational layer of knowledge as you cycle through a first year training agenda customized for you.

Then, you’ll build and deepen your stake in the career with professional development resources that track your interests and areas of expertise. This example shows course work and activities that could be part of your program.

Year Opportunity

Year 1

  • Career Readiness Track for unlicensed advisor candidates
  • W&R University Fast Track curriculum
    • Emphasis on Waddell & Reed processes, products and services
  • Live webinars, consultations and conferences with subject matter experts
  • Required training
  • Professional designation scholarship reimbursement support
  • Sales development programs
  • Circle of Champions meeting and/or Crest trip 

Ongoing

  • Getting Started courses
    • Financial Planning
    • Insurance Planning
    • Investment Planning
    • Retirement Planning
    • Marketing
    • Practice Development
  • Niche Market curriculum
  • University of Georgia's Terry College of Business and Greene Consulting's online CFP program
  • Live webinars, consultations and conferences with subject matter experts
  • Required training
  • Professional designation scholarship reimbursement support
  • Sales development programs
  • Circle of Champions meeting and/or Crest trip

Follow the path to take your career where you want it to go

As you develop your personal and professional strengths and goals, you may choose to grow within your role as a financial advisor or take a leadership path.

Financial Advisor Track
As a new financial advisor, you will spend the bulk of your time building relationships and your business with the help of a structured professional development program, products and services. As your career matures and your clients’ needs become more complex, you will have access to more sophisticated products and services to keep pace.

Leadership Track
Our leadership roles put you in a position to recruit, develop and motivate a team of financial advisors; lead a division office in business planning, sales and advisor growth; and lead a region and the divisions that comprise it. Leadership roles include:

  • District manager/district branch manager
  • Managing principal
  • Regional vice president

As part of the leadership team, you will be eligible for enhanced training, rewards and benefits.

Pursue your success at Waddell & Reed

Talk through your career path with a member of our recruiting team and begin planning where you want to go. 

Contact us Today

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