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Waddell & Reed-Columbia, SC, 29201
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 Columbia, South Carolina Jobs
Morgan Stanley Smith Barney | Columbia, SC | 5
Become a Financial Advisor: Morgan Stanley Smith Barney – U.S. Wealth Management Company Overview Two of the most powerful names in wealth management have joined forces to create a new industry leader. In a financial world that’s being remade, Morgan Stanley’s global wealth management business and Smith Barney have joined forces to offer you thinking and resources to fit the times. Morgan Stanley Smith Barney helps open doors to a wider array of financial products, independent money managers and capital markets. Our Financial Advisors have access to a global network of economists, strategis...
Waddell & Reed | Columbia, SC, 29201 |
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
Waddell & Reed | Overland Park, KS, 66202 | >2
Job Summary: Travel to company field offices and examine the procedures & activities of the office and advisors associated with each office, evaluating them for compliance with applicable company and industry rules and regulations. Responsibilities: Schedule, plan and do pre-audit preparation for branch office audits. Interview financial advisors, managers, and administrative assistants regarding office procedures and advisor activities. Review and research branch office activities including, but not limited to, clients files, mutual fund and 529 transaction details, and correspondence to i...
Waddell & Reed | Orland Park, IL, 60462 |
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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