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21 Waddell & Reed Financial Reviews

Browse Waddell & Reed Financial Reviews by Job Title →
9%
36%
45%
9%
0%
3.5
Average Rating
(based on 11 Waddell & Reed Financial Review Ratings)
Company Culture
3.3
Growth Opportunities
3.1
People You Work With
4.1
Person You Work For
4.1
Rewards You Receive
3.1
Support You Get
3.3
Way You Work
3.4
Work Setting
3.4
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Waddell & Reed Financial Employee
in Los Angeles, CA

"I've been with Waddell & Reed for about a year now. Their comprehensive planning model serves clients first and not the advisor's pocketbook. Advisors help clients reach their financial goals, not push products. Management cares about clients and advisor success, and the culture of learning and development is unparalleled to any other company. Very selective with team and protective of culture. Good solid ethics and values from Midwestern based firm. This is what financial advice should look like."

Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 3 / 5 Rewards You Receive 5 / 5 Growth Opportunities 5 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Waddell & Reed Financial Employee
in Mission, KS

"I've been at Waddell & Reed for 18 months as a contractor primarily working on their mainframe retirement effort. I have also been working on the design and implementation of their Business Intelligence and Big Data solution. Though W&R is an established community there appears to be a lack of stability in management approach. The people are good to work with, but the constant change in priorities, along with the starting and stopping of major initiatives half completed can be frustrating."

Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 3 / 5
Support You Get 3 / 5 Rewards You Receive 4 / 5 Growth Opportunities 4 / 5
Company Culture 4 / 5 Way You Work 4 / 5

Company-Industry Rating Comparison

3.5
Waddell & Reed Financial (21)

4.6 Highest Rated in this Industry is 411 Locals (6)
2.7 Lowest Rated in this Industry is PSCU Financial Services (8)
3.7 Average of All Companies in this Industry (4,504)
Financial Advisor
in Brea, CA

"Like any company, there are some great things and not so great things about it. As a company. I think Waddell and Reed is fine. But over time, management has made some changes on the corporate level, that don't really help the newer advisers. Especially if you are new to the industry. It really depends on the field leadership that you have in your office, they will make all the difference."

Person You Work For 3 / 5 People You Work With 5 / 5 Work Setting 2 / 5
Support You Get 3 / 5 Rewards You Receive 1 / 5 Growth Opportunities 3 / 5
Company Culture 4 / 5 Way You Work 5 / 5
Financial Advisor
in Sherman Oaks, CA

"Like it and am constantly looking for new opportunities."

Person You Work For 5 / 5 People You Work With 4 / 5 Work Setting 4 / 5
Support You Get 3 / 5 Rewards You Receive 5 / 5 Growth Opportunities 4 / 5
Company Culture 3 / 5 Way You Work 3 / 5
Senior Systems Analyst

"Respected by peers, stifled by atmosphere and management."

Person You Work For 4.5 / 5 People You Work With 4.5 / 5 Work Setting 2.1 / 5
Support You Get 3 / 5 Rewards You Receive 3.5 / 5 Growth Opportunities 1.3 / 5
Company Culture 1.6 / 5 Way You Work 3 / 5
Financial Advisor
in San Mateo, CA
Person You Work For 3 / 5 People You Work With 3 / 5 Work Setting 3 / 5
Support You Get 3.4 / 5 Rewards You Receive 3 / 5 Growth Opportunities 3.2 / 5
Company Culture 3.4 / 5 Way You Work 3.2 / 5
Intern
in Yorba Linda, CA
Person You Work For 3 / 5 People You Work With 3 / 5 Work Setting 4 / 5
Support You Get 4 / 5 Rewards You Receive 2 / 5 Growth Opportunities 2 / 5
Company Culture 3 / 5 Way You Work 2.9 / 5
Financial Advisor
Person You Work For 3.5 / 5 People You Work With 4 / 5 Work Setting 3.5 / 5
Support You Get 3.9 / 5 Rewards You Receive 3.1 / 5 Growth Opportunities 3.1 / 5
Company Culture 3.4 / 5 Way You Work 3 / 5
Financial Intern

"For the specific type of individual financial advising can be a great fit."

Person You Work For 4.2 / 5 People You Work With 2.5 / 5 Work Setting 1.8 / 5
Support You Get 1.2 / 5 Rewards You Receive 1.1 / 5 Growth Opportunities 1.1 / 5
Company Culture 1.7 / 5 Way You Work 1.2 / 5
LAN Specialist
in Overland Park, KS
Person You Work For 4 / 5 People You Work With 4 / 5 Work Setting 4 / 5
Support You Get 4.3 / 5 Rewards You Receive 4.3 / 5 Growth Opportunities 4.5 / 5
Company Culture 4.5 / 5 Way You Work 4.3 / 5
Finance Intern
Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 4.4 / 5 Rewards You Receive 2.3 / 5 Growth Opportunities 2.5 / 5
Company Culture 3 / 5 Way You Work 3 / 5
Financial Advisor

"I am an older advisor who has tried to do just about everything that they have to offer"

Do you have any tips for others interviewing with this company?

"Do your homework and figure out what is going to be the best fit for you."

What suggestions do you have for management?

"Adapt to the new ways of doing buisness, there is a great need to be more flexable."

Financial Advisor
in Costa Mesa, CA

"Should have went to another firm"

What do you like about working at Waddell & Reed Financial?

"I love investments and financial planning"

What don't you like about working at Waddell & Reed Financial?

"Not much support"

What suggestions do you have for management?

"better training"

Financial Advisor
in Tucson, AZ

"Solid company with great history"

What do you like about working at Waddell & Reed Financial?

"Meeting lots of new people on a daily basis"

Do you have any tips for others interviewing with this company?

"Just be yourself"

What don't you like about working at Waddell & Reed Financial?

"Having to sell"

What suggestions do you have for management?

"More guidance"

Assistant to the Financial Planner
in Boulder, CO

"Better experience than UBS"

What do you like about working at Waddell & Reed Financial?

"I learned a lot from my experience at Waddell and Reed"

Do you have any tips for others interviewing with this company?

"Be ready to work!"

What don't you like about working at Waddell & Reed Financial?

"I didn't get to stay longer, because I graduated and moved on to Sun Microsystems"

What suggestions do you have for management?

"Continue helping your young employees grow"

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