Waddell And Reed Financial Advisor

Having problems reaching your financial advisor due to the crisis in Texas? Please contact Client Services at Waddell & Reed. A representative can help with your transactions and questions.

Having problems reaching your financial advisor due to the crisis in Texas? Please contact Client Services at Waddell & Reed. A representative can help with your transactions and questions.

When factoring in bonuses and additional compensation, a Financial Advisor at Waddell & Reed can expect to make an average total pay of $48,758. See all Financial Advisor salaries to learn how this stacks up in the market.

Dealing with a Waddell & Reed representative taught us never to trust a financial advisor and do our homework. Be prepared to do your own research if you deal with Waddell & Reed. My business partner and I were looking for a new financial advisor and Waddell & Reed was one of our choices.

J.P. Morgan Securities LLC served as lead financial advisor to Waddell & Reed Financial, Inc. Wells Fargo Securities, LLC also served as financial advisor …

Waddell & Reed WealthLink Organize your financial life with a consolidated view of your accounts, transaction, and investments. Work directly with me to set budgets and create a plan to pursue your financial goals. Check Your Risk Score

Waddell And Reed Financial Advisor

How is the merger between Waddell and Reed Financial?

In connection with the proposed merger, Waddell & Reed Financial, Inc. will file with the U.S. Securities and Exchange Commission (the “SEC”) and furnish to Waddell & Reed Financial, Inc.’s stockholders a proxy statement and other relevant documents. This filing does not constitute a solicitation of any vote or approval.

LPL Financial Holdings Inc., a leading U.S. retail investment advisory firm, independent broker-dealer, and registered investment advisor (RIA) custodian, today announced it has agreed with Macquarie Asset Management to acquire the wealth management business of Waddell & Reed Financial, …

What are Waddell and Reed?

Waddell & Reed has been serving the financial needs of families, individuals, and businesses for more than 80 years. Financial Advisors Transition, manage and grow your practice at Waddell & Reed LEARN MORE Clients Access your account, find an advisor, explore products and services LEARN MORE Waddell & Reed Financial, Inc. 6300 Lamar Ave.,

Waddell & Reed Financial, Inc. (NYSE: WDR) is an American asset management and financial planning company founded in 1937. It has been a publicly-traded company since 1998 and has its headquarters in Overland Park, Kansas. It operates asset management and distribution subsidiaries, including Ivy Investment Management Company and Waddell & Reed Investment Management Company.

The deal comes amidst a series of M&As in the financial industry and about six weeks after rumors circulated that JPMorgan and possibly Lazard were considering Waddell & Reed as an acquisition target.

Financial Advisor Administrative Assistant – Waddell & Reed

Job Description

We are looking for a financial advisor assistant to act as an intermediary between our two financial advisors and customers. You will be the initial point of contact for inbound calls and outreach. You will be responsible for client meeting scheduling as well as meeting follow up including paperwork processing and accuracy. We are open to both part-time or full-time work with negotiable hours.
Financial Advisor Administrative Assistant Salary $15 – $20 an hour

Skills and Knowledge

Track record of successful office administration preferred
Strong communication skills
Accuracy, attention to detail, and the ability to adapt to new technology
Excellent PC knowledge and ability to operate database systems
BS degree in Finance or related field
Current Notary preferred, or willing to obtain at company expense

Responsibilities

Schedule review meetings by a phone call or electronic communication with clients and prospective clients
Gather meeting preparation items
Complete meeting follow-up items at the direction of the financial advisor, including paperwork processing and order accuracy
Learn client relationship management system, making sure all client contact information is accurate and up to date.
Answer incoming phone calls, handle incoming mail, and take care of general office upkeep including ordering supplies

Benefits:

Flexible schedule
Paid time off
Retirement plan

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