Financial Advisor - Anchorage, AK

Description
Jobs Financial Advisor -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 comprehensive and customized financial planning process.
• Recommend appropriate solutions and monitor portfolios for economic changes and adjustments in your client’s needs and objectives.
• Actively participate in training and development curriculum to continually improve your marketing and financial planning skills and knowledge base.
• Provide personal client service and support.


Requirements
Depending on your background, experience, career and personal goals - we have three targeted career tracks. Within each track, we are looking for candidates with a demonstrated pattern of success.

Classic Advisor:
• Career Changer: Accounting, Business Development/Ownership, Mortgage Brokerage, Sales, Marketing, Education, Law, Operations/Management, Technical, Military, Health Care etc.
• New College Graduate: Financial Planning, Finance, Marketing, Business, Accounting, Public Relations, Communication, Education, etc.

Choice Advisor:
• Experienced Financial Services Professional: Financial Planning, Brokerage, Banking, Insurance, Wealth Management.

Jobs Snapshoot
Location : Anchorage, AK (Map it!)
Employee Type : Full-Time
Industry :
Accounting - Finance
Banking - Financial Services
Sales - Marketing
Manages Others : No
Job Type :
Consultant
Finance
Sales
Experience : Not Specified
Relocation Covered : No
Post Date : 6/2/2012 Contact Information
Contact : Morten Kjerland
Phone : (907) 349-3559
Ref ID : 108559
Fax : (907) 344-0881


www.joinwaddell.com


Waddell & Reed

Morten Kjerland, CMFC
Managing Principal
800 E DIMOND BLVD
SUITE 3-350
ANCHORAGE, AK 99515
(907) 349-3559

Apply Job Here