Home | Links | Contact Us | Press | Post a job | Bookmark
Home Accounting and Auditing Services Financial-Advisor


 Financial Advisor

Details
Country: USA
Location: California-Silicon Valley/Peninsula San Mateo, CA 94404
Total applied: 40
Job Category:Sales/Retail/Business Development
Location:San Mateo, CA 94404
Occupations:Business Development/New Accounts;Real Estate Agent/Broker;Financial Products Sales/Brokerage
Financial Advisor

DESCRIPTION

A Career as a Financial Advisor with Waddell & Reed. Personalized for You. Personalized by You.

Whether you are just starting your career; are looking for a new challenge and/or industry; or are already an established financial professional - Waddell & Reed enables you to apply your skills in an entrepreneurial yet highly supportive environment.

We have been helping people navigate through some of life’s most challenging financial issues since 1937. A premier financial services company, we are one of the nation's most enduring mutual fund/financial planning firms. Our focus? Long-term, one-on-one relationships in which our financial advisors interact with clients in the communities where they live.

As a financial advisor with Waddell & Reed, your responsibilities include: marketing your unique set of strengths and skills in your community; targeting prospective clients; identifying their needs by analyzing their present income and asset situation, recommending appropriate investment and insurance solutions, helping them take action on your recommendations, and providing personal client service.

We know how challenging it can be to find that perfect career, one that enables you to capitalize on your strengths and your personal, unique attributes; one that fulfills your expectations while meeting others' needs; and one that supports all your life's aspirations. In fact, some may say such a career does not exist.

It seems unlikely that one career can be all things to so many different people. But at Waddell & Reed, it happens everyday. We enable you to develop a career that works with who you are, what you have to offer, and how your talents can enable you to help others build a successful financial future while doing the same for yourself.

Depending on your background, experience, career and personal goals - we have a three targeted professional development programs customized to meet your needs and capitalize on your talents.

It's the same approach we use in building financial plans for our clients - personalized, supportive, interactive and consultative.

This personalized approach to a career as one of our financial advisors is based on your needs and goals. At Waddell & Reed, we provide the means - the tools, processes, support systems and products - to assist you in achieving the goals you have set for yourself, your clients and your business.

It works because it's your career -- a career that challenges the notion that you have to fit into a certain mold or follow a certain path. At Waddell & Reed, you create your own mold, and you pave your own career path.

REQUIREMENTS

Education: BA/BS Degree or Equivalent Professional Experience and Success

Relevant Work Experience:

3 career tracks with customized professional development; business planning and marketing.

Stable, successful and progressively more responsible career in a professional field: Accounting, Business Development/Ownership, Mortgage Brokerage, Sales, Marketing, Teaching, Law, Operations/Management, Technical, Military, Health Care

Experienced Financial Services Professional: Financial Planner, Stock Broker, Insurance Sales, Banking

New College Graduate: Financial Planning, Finance, Marketing, Business, Accounting, Public Relations, Communication, Education

Other Skills:

Strong sales and/or people skills, a genuine desire to help others, an interest in learning financial planning methods, and a personal commitment to becoming a professional in the financial services business.

Learn more about the opportunity at http://www.waddell.com/

- Apply for Financial Advisor


Related jobs
  Director of Finance (7465)
Please apply online at the following link: http://www.openwave.com/us/careers/search_jobs.htm?locale=en-us&cpUrl=http%3A%2F%2Fcareers.peopleclick.com%2Fcareerscp%2FC...
  Marketing Manager
KPMG LLP, the audit, tax and advisory firm (www.us.kpmg.com), is the U.S. member firm of KPMG International. KPMG International's member firms have 123,000 professionals,...
  Fund Accounting Manager for top-tier private equity firm! Great work environment!
A top-tier Private Equity firm with over $15 billion under management and multi international offices seeks a Fund Accounting Manager to join its team. The firm offers a ...
  Division Controller - Real Estate
Division Controller - Real Estate   FISHER INVESTMENTS is a privately-held investment management firm with a track record of successfully managing portfolios ...
  Sr. Staff Accountant needed on the Peninsula!
Our Peninsula-based client is looking for a Sr. Staff Accountant to add to its growing staff.  Duties will include journal entries, account reconciliation and fixed ...
  Jr. Staff Accountant needed for SF-based company!
Our SF-based client seeks a strong Jr. Staff Accountant for its team.  This role will work on a team and focus on GL, bank reconciliations and journal entries ...
  Office Services Supervisor
Office Services Supervisor   Fisher Investments is a privately-held investment management firm headquartered in the San Francisco Bay Area with a track record ...
  Assistant Controller - Half Moon Bay, California
Odwalla, Inc. is the leading national brand of nourishing food products, including fresh juices, nutritionally fortified juice blends, food bars, and spring water. We ...
  Sr. Accounting Manager or Director
MUST HAVE A CPA and 4 years recent experience in SAP Sr. ACCOUNTING MANAGER PRIMARY RESPONSIBLITIES:•    Manage the monthly close process including legal entity ...
  Accounting Manager for hot start up company!
Exciting high-tech company is seeking an Accounting Manager to join the accounting team. This position will report into the CFO and be responsible for all aspects of ...

Related press releases
Courageous reform
There can be little doubt we are making progress when it comes to improving further education. More young people and adults than ever are gaining good qualifications ever...
Half of MG Rover workers want to return
Almost a year after the collapse of MG Rover, many former workers are paid less and wish they still worked for the firm, according to a report released today. Of the nea...
Making ends meet
Earning some dosh to get through uni might seem unavoidable, but don't lose sight of the reason you are there: to get a degree. Earning shouldn't mean missing vital lectu...
Young, successful, well paid: are they killing feminism?
Chiara Cargnel wants to have it all: a high-flying career and a successful marriage. So far she is halfway there. At 26, she is an investment banker in London working ove...
The earth man cometh
I am merely the conduit,' says Patrick Holden, director of the Soil Association, when I ask him to sum up his achievement after 10 years in the job. 'The great thinkers, ...
Battle at the coalface
In his television review Rupert Smith described the NUM miners leader Arthur Scargill as "a ghastly little man who needed to be trodden on" (G2, March 23). I suppose he w...
Hutton eases small firms' pension fears
The government will not force employers to contribute to workers' pensions without making efforts to minimise the impact on firms, the work and pensions secretary, John H...
NHS hospital redundancies gather pace
A wave of redundancies across the NHS in England gathered force yesterday when a London teaching hospital announced that nearly 500 posts will be axed in an attempt to di...
Union warning over 'raw' stalls handlers
The Transport and General Workers Union (T&G) yesterday launched a fierce attack on the overall standard of the stalls handlers likely to be working at British racecourse...
Minimum wage to rise to £5.35
The minimum wage will rise by 6% in October to £5.35, the government confirmed yesterday, but it cautioned that the days of big, inflation-beating rises may be over...
©2009 UsaJobOnline - Connecting Job Seekers with Employers

Archive: All jobs