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Financial Advisor / Financial Sales

Waddell & Reed-Austin, TX, 73301

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 Austin, Texas Jobs

Capital One Services | Austin, TX, 73301 | 5
Job Description: Great People Make Great Companies! When we say our success is all about the talented people who work here, we’ve got the track record to prove it. Our competitive edge begins with the people that we recruit to our team. Just as we use information to develop and grow our products, we apply the same strategy in identifying talented people who will succeed and make a difference at Capital One®. Responsibilities: The Financial Consultant assists clients in meeting their financial goals through personalized, in-depth counseling and recommendations of appropriate investments in e...
Wachovia Corporation | Austin, TX, 78789, USA |
288978 Job Title: Financial Advisor Candidate Location: Austin,TX, Texas 78703-0000 United States Hrs/Wk: 40 Employment Type: Full-Time Job Description: RESPONSIBILITIES: Actively develops a client base. Interviews clients to determine financial positions, resources, assets and financial goals. Open new accounts and solicits transactions by determining clients investment needs and by obtaining orders. Researches and provides information and advice on investment options aimed at achieving asset growth for the client. Responds to investment related clients inquiries about their accounts. This...
 
 

Waddell & Reed Jobs

Waddell & Reed | Davenport, IA, 52801 | >2
Waddell & Reed boasts a unique position in the financial services industry as a full service broker/dealer, a financial planning pioneer and one of the most enduring mutual fund complexes in the United States. In a commoditized broker/dealer world, we believe we provide a uniquely flexible and supportive business model that provides our field leaders, advisors and their clients, the best opportunity to optimize their success. Our hybrid approach offers a level of advisor support and resource infrastructure typically found in a full-service firm with the competitive compensation structure, a...
Waddell & Reed | Austin, TX, 73301 |
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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