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For your reference, we have included the original job posting below.
Financial Advisor
Job Number:
38272155
Company Name:
Waddell & Reed
Job Location:
Fresno, CA US
Job Categories:
Accounting & Finance Sales & Sales Management
Salary:
Competitive Payout Structure
Financial Advisor
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.
Requirements:
Choice Advisor:
Experienced Financial Services Professional: Financial Planning, Brokerage, Banking, Insurance, Wealth Management. At Waddell & Reed, we make an investment in your independence.
We believe that entrepreneurial advisors ? people like you ? will drive the future of our industry. As you consider your options, we want you to know that Waddell & Reed not only offers what you?re looking for, but we do so with a level of personal support that sets us apart.
In a commoditized broker/dealer world, we believe we provide a uniquely flexible and supportive business model that provides advisors, and their clients, the opportunity to optimize their success. To that end, we offer:
? An advisor-focused and client-centric culture
? A seamless transition to get you up and running
? Comprehensive rewards that affirm your worth
? A complete product offering to satisfy your clients complex needs
? A broad spectrum of technology to streamline your practice
? The customized support you need to grow your business
