You become a salesmen......not a financial professional: opiniones de empleados con el puesto de Financial Advisor Trainee en Waddell & Reed

1,0
19 may 2015
Recomendar
Aprobación del CEO
Perspectiva de la empresa

Ventajas

The illusion of being part of a big financial firm.

Desventajas

This company is a marketing sales engine. Your not expected to know anything about finance at all. You're expected to pay for your licensing and build your client list out of thin air. Expect to preform high pressure talks to your family and friends and "centers of influence" then start cold calling people. Please know that this is a "sales job" with high pressure pitch tactics. Management only cares about your minimum sales figures and you'll get fired if you cant get accounts opened. Management focuses on getting new recruits. Your "sales script" and "elevator pitch" is proof enough that this position is not about finance, it's about getting sales and accounts, that's it. They look at you like a you're a used car sales man, because that what you have become.

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5,0
29 ago 2025
Recomendar
Aprobación del CEO
Perspectiva de la empresa

Ventajas

Actually liked working here culture

Desventajas

No longer exists bought by lpl

4,0
12 jun 2025
Recomendar
Aprobación del CEO
Perspectiva de la empresa

Ventajas

Decent pay and profitability of company

Desventajas

Not sure of leader direction

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