Financial Advisor/District Sales Manager Job in Creve Coeur 63141, Missouri US
Location: NA NA
Total applied: 40
Job Description At Waddell & Reed, we invest in our financial advisors.
As you consider your options, we want you to know that Waddell & Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart.
Responsibilities As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financial goals.
· Target prospective clients and market your unique value proposition in your community· Evaluate your clients financial situation and identify investment objectives through a comprehensive and customized financial planning process.
· Recommend appropriate solutions and monitor portfolios for economic changes and adjustments in your clients needs and objectives.
Actively participate in training and development curriculum to continually improve your marketing and financial planning skills and knowledge base.
· Provide personal client service and support.
Requirements Depending on your background, experience, career and personal goals - we have three targeted career tracks.
Within each track, we are looking for candidates with a demonstrated pattern of success.
Classic Advisor: · Career Changer: Accounting, Business Development/Ownership, Mortgage Brokerage, Sales, Marketing, Education, Law, Operations/Management, Technical, Military, Health Care etc. · New College Graduate: Financial Planning, Finance, Marketing, Business, Accounting, Public Relations, Communication, Education, etc. Choice Advisor: · Experienced Financial Services Professional: Financial Planning, Brokerage, Banking, Insurance, Wealth Management.
« Apply for Financial Advisor/District Sales Manager Job in Creve Coeur 63141, Missouri US
WARNING! Employers Check Your Credit Score!
Having a low credit score can cost you a job. Almost 50% of all companies run credit checks before hiring. What you need to do to in order to be safe:
1) See Your Credit Report - check if all information is correct and update it if necessary
2) Free Credit Score - check your updated credit score and discover how to improve it
3) Credit Monitoring and Protection - start your free trial today for protection against Identity Theft and to keep an eye on your Credit Score
4) Next Step - Get Your Free Credit Score Now!
Do you want to continue your education?
|
|