"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."
"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."
What do you like about working at Waddell & Reed Financial?
"Very forward looking firm that ensures a great work/life balance."
Do you have any tips for others interviewing with this company?
"Be yourself and don't be afraid to offer constructive suggestions."
What don't you like about working at Waddell & Reed Financial?
"Some contention between organizations."
What suggestions do you have for management?
"More competitive performance based bonuses for home office employees."
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