Waddell & Reed Financial Analyst interview experience

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United StatesPosted Aug 2013 · Candidate report, summarized by Dataford

I experienced a process that looked straightforward at first but quickly revealed a commission-and-licensing reality that changed how I viewed the role.

Intro / first interview — The initial step was either an informational session or a basic overview with little depth beyond setting expectations.
Assessment / quick test — I went through some form of screening (including personality/aptitude-style components) and/or basic evaluation.
Follow-up interview(s) — Interviews were described as relatively quick and more about confirming the model than deep technical review.
Homework involving connections — I was expected to produce or discuss client-book-style inputs (e.g., lists of people to interview).

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