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Financial Advisor / Financial Sales

Waddell & Reed-Bedford, NH, 03110

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 client’s financial situation and identify investment objectives through a comprehens...
 

Financial Consultant Jobs in Bedford, New Hampshire Jobs

Waddell & Reed, Inc. | Bedford, NH, 03110 |
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 client’s financial situation and identify investment objectives thro...
Waddell & Reed | Bedford, NH, 03110 |
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 client’s financial situation and identify investment objectives through a comprehens...
 
 

Waddell & Reed Jobs

Burds, Reed & Mercer PC | Dallas, TX, 75204 | 2-5
BOOKKEEPERS/PARA-PROFESSIONALS PUBLIC ACCOUNTING Dallas/Ft. Worth CPA firm seeks Para-Professionals to join our client service team. The ideal candidate will be capable of full-charge bookkeeping with experience in all aspects of general ledger accounting. Must be able to interact with our clients on a professional level. KEY RESPONSIBILITIES · Set up and troubleshoot accounting systems using the client’s software, especially Quickbooks & Peachtree · Train client staff on the use of accounting software & accounting procedure · Perform on-site review of client prepared general ledgers for re...
Waddell & Reed | Portsmouth, NH, 03801 |
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 client’s financial situation and identify investment objectives through a comprehens...
 
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