Financial Advisor - Woburn, MA
One of the nation’s most enduring broker-dealers and financial planning firms has an opportunity for experienced financial advisors. At Waddell & Reed, exploit your passion to help people pursue their financial goals while you engage in a highly personal, familial culture. Waddell & Reed captures the most attractive attributes of the full-service and independent broker-dealer models and strengthens your experience with daily support from field leaders, mentors and home office.
Align your career with Waddell & Reed and your practice can benefit from:
You’ll have access to a broad range of product and services – from mutual funds to fee-based programs to retirement and insurance solutions – and comprehensive financial planning tools that address the most basic to most complex client situations.
From results-oriented marketing programs to experienced subject matter experts; from real-world learning resources to dozens of support teams across every department in the home office – we deliver on the promise of an advisor-focused culture.
Your suite of technology resources have been recommended by and developed in consultation with advisors. The result – tools that are efficient, effective and help you serve your clients.
Your transition to Waddell & Reed follows a simple strategy. You focus on providing your clients uninterrupted service. We’ll handle the logistics of getting your business up and running. For those who qualify, we also offer transition bonus opportunities.
We believe the best advisor rewards program combines three important elements – a highly competitive payout structure; health and life benefits to protect your family; and a first-class recognition program.
Since 1937, Waddell & Reed has had a strong advisor-focused and client-centric culture that provides what we believe is our unique point of differentiation in a commoditized industry.
Your success as an experienced financial professional may make you an ideal candidate. A background in financial planning, brokerage, banking, insurance or wealth management is preferred. Click “APPLY NOW” for immediate consideration.