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      Waddell & Reed

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      Financial Advisor Interview

      14 May 2012
      Anonymous employee
      San Diego, CA
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I applied through university. The process took 2 weeks. I interviewed at Waddell & Reed (San Diego, CA) in Nov 2011

      Interview

      The IQ/personality test will give them an idea of whether you'll make it your first year, but they don't put as much of an emphasis on it as other financial advising companies do. I was interviewed by the district manager, who is direct and honest with you. He will let you know if he thinks you'll make it. Don't try to be mr. slick, he will call you on it. If you're humble and give semi-intelligible answers, he'll be fair with you. If you walk in there thinking you know everything and that you're doing them a favor by showing up, he will beat you to the ground(I've seen it). Looking back, the "market surveys" they ask people to do during the interview process was a piece of cake compared to what you actually have to do to market yourself; so if that's a pain for you, you'll probably want to look for a job in another profession.

      Interview questions [1]

      Question 1

      What makes you think you can work at Waddell & Reed?
      Answer question

      Other Financial Advisor interview reviews for Waddell & Reed

      Financial Advisor Interview

      11 Sept 2024
      Anonymous interview candidate
      Kansas City, MO
      No offer
      Neutral experience
      Difficult interview

      Application

      I applied through university. I interviewed at Waddell & Reed (Kansas City, MO)

      Interview

      Spoke to a representative at the career fair. Then they followed up with an email and a pre-screening questionnaire. Then a phone call interview. Next day received an email with their decision.

      Interview questions [1]

      Question 1

      How do I anticipate the future stock market to be.
      Answer question

      Financial Advisor Interview

      16 Sept 2022
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Waddell & Reed

      Interview

      One formal interview with immediate supervisor and informal one on one discussions with other advisors in the office. Security licenses already secured. Insurance license scheduled in next 30 days. Orientation training provided.

      Interview questions [1]

      Question 1

      Why do you want to work here?
      1 Answer

      Financial Advisor Interview

      26 Jun 2024
      Anonymous interview candidate
      Edina, MN
      No offer
      Negative experience
      Average interview

      Application

      I applied online. The process took 3 months. I interviewed at Waddell & Reed (Edina, MN) in Feb 2022

      Interview

      Short and I felt really judged based on appearance immediately; interviewer was not very friendly or accommodating to my own questions about the firm, as if he didn’t want to answer any questions.

      Interview questions [1]

      Question 1

      Based on my experience, how would I grow my business
      Answer question

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