Waddell & Reed, Bedford, NH
Company Background:Waddell & Reed, formed in 1937, is one of the most enduring broker/dealers in the United States. We offer advisors an environment which seeks to combine the philosophical and practice model flexibility of an independent model with the support and resource infrastructure of a full-service firm.
Job Title: Financial Advisor
Job Description: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.
Job Qualifications:Excellent communication skills, ability to study and pass several exams, professional image, entrepreneurial spirit, college graduate, excellent time management skills, and goal oriented.
Jeff Wheeler, Managing Principal
Waddell and Reed
2 Commerce Drive
Bedford, NH 03110
Phone: (603) 626-1300