I applied through a recruiter. The process took 1 day. I interviewed at Waddell & Reed (Costa Mesa, CA) in July 2016
Interview
First round is a group interview. The division administrator (i think) gives an overview of the company and explains what being a financial advisor at W&R is really like.
A few hours later I got an email to complete an online personality assessment called LIMRA. Had to do it twice... I'm guessing they're checking for honesty in the answers. Took me about an hour or two.
Just finished the personality assessment waiting to hear back... I will keep you posted
Interview questions [1]
Question 1
Only made it to the first round of interviews so far, but the division administrator gives a presentation. You can ask questions if you feel like it.
You need your series 6,7,and 66. The cost of study materials is reimbursed after completion of state licensing.
I applied online. The process took 4 weeks. I interviewed at Waddell & Reed (Campbell, CA)
Interview
4 interviews that gauge a level of interest on both sides. company wants to know about customer service and sales experience. They give a detailed description of day to day workload as well as compensation and training
Interview questions [1]
Question 1
How did you handle a difficult customer during a sales process?
I applied through a recruiter. The process took 1 day. I interviewed at Waddell & Reed (Los Angeles, CA) in Mar 2016
Interview
typical interview for a high churn gig. leader dialog was heavy on the benefits, but candid on the negatives. staraight talker, info seems honest and openly told of how difficult it is to get through the entire liscencing part.
Interview questions [1]
Question 1
general, q&a wasn't very deep. too many people in the boardroom
