Waddell & Reed

Customized Career Foundation

Our financial advisors hail from diverse backgrounds. Your colleagues could include recent college graduates or small business owners, educators or experienced financial advisors. The point is, you don’t need a background in financial services to be successful at Waddell & Reed. In fact, your experiences will serve as a springboard to your career with us.

Your Experiences
Local public relations company owner turned financial advisor? Not unusual at Waddell & Reed. We value your unique background – education, previous job, community involvement – and believe it will nourish your career as a financial advisor and teach us something new as well.

Customized Professional Development
While many firms hire only experienced advisors, Waddell & Reed enjoys the benefits of developing individuals who are new to the industry. Our specialized professional development program leverages your experience to shape your career. It will track a few steps ahead of your advisory opportunities to ensure you’re prepared for what’s around the corner.

One of the most exciting synergies we can hope for is new advisors partnering with one another to exchange perspectives, co-host client and marketing events and generally serve as a resource to one another. Collaborations can fortify your career foundation and provide immediate benefits to your practice.