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Waddell & Reed Financial
(21 reviews) Submit Review
Industry: Financial Investments · HQ: Shawnee Mission, KS · https://www.waddell.com

Waddell & Reed Financial Employee Reviews for Financial Advisor

Browse Waddell & Reed Financial Reviews by Job Title →

Financial Advisors at Waddell & Reed Financial give their company a 3.4 out of 5.0, while the average rating for Waddell & Reed Financial is 3.5, making them 3% less happy than every other employee at Waddell & Reed Financial and 14% less happy than every other Financial Advisor on CareerBliss - the happiest Financial Advisors work for TD Canada Trust.

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3.4
Average Rating
(based on 4 Financial Advisor Review Ratings)
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
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
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

Average Waddell & Reed Financial Attributes by Financial Advisor

Company Culture
3.5
Growth Opportunities
3.3
People You Work With
4
Person You Work For
3.6
Rewards You Receive
3
Support You Get
3.3
Way You Work
3.5
Work Setting
3.1
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"

Financial Advisor
in Monroeville, AL

"I liked it but the economy didn't"

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

"I love the financial industry and working with securities"

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

"Commission"

What suggestions do you have for management?

"Pay a salary until new advisors get off the ground."

Financial Advisor
in York, PA

"Friendly people, all commission based."

Financial Advisor
in Torrance, CA

"It is very flexible, but compensation varies greatly month to month."

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

"The challenge of building my own book of business."

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

"It is a long interview process, so be patient."

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

"The compensation"

What suggestions do you have for management?

"Better support and help with attaining new clients."

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