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      Waddell & Reed

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      Financial Planner Interview

      22 Sept 2011
      Anonymous interview candidate
      Declined offer
      Neutral experience

      Other Financial Planner interview reviews for Waddell & Reed

      Financial Planner Interview

      30 Jan 2017
      Anonymous employee
      Madison, WI
      Accepted offer
      Easy interview

      Application

      I applied online. The process took 2 days. I interviewed at Waddell & Reed in Aug 2011

      Interview

      It was ver laid back, easy questions, mostly talked about company products. Has very little to do with financial planner duties. Need to fill of forms consisting lists of everyone you know and their occupation.

      Interview questions [1]

      Question 1

      Where do you want to be in five years?
      1 Answer
      Positive experience
      Average interview

      Application

      I applied through university. The process took 2 weeks. I interviewed at Waddell & Reed (Madison, WI) in Apr 2016

      Interview

      3 meetings escalating in difficulty and pressure. The territory manager was present in the second and third interview. They ask a lot of easy questions to get you talking and make sure you are someone that is easy to talk to and relatable because this skill is needed in financial planning. They care more about how you act than the content of your response to questions.

      Interview questions [1]

      Question 1

      Are you the type of person that your friends and family would be willing to trust with their money?
      1 Answer

      Financial Planner Interview

      3 Apr 2014
      Anonymous employee
      Washington, DC
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through an employee referral. The process took 3 weeks. I interviewed at Waddell & Reed (Washington, DC) in Apr 2010

      Interview

      Had 3 interviews with Division Mgr, one that included my wife. One interview with the Regional VP. There were internal tests like personality and IQ. Then before I could start working I had to get my series 6, 63, and 65. I also took the State Insurance Test.

      Interview questions [1]

      Question 1

      Picking up all the licensing for securities and insurance with out being paid a stipend
      Answer question
      1