Waddell & Reed Financial Analyst interview experience

Got offer

Medium

Positive

Posted Aug 2011 · Candidate report, summarized by Dataford

I interviewed for a Financial Analyst/advisor-track role with an easy-to-average difficulty, and the journey felt structured around fit conversations plus quick assessments.

Scheduling after applying — I was contacted to interview after submitting my resume online and set up a short first conversation.
First interview: general get-to-know-you + logistics — I covered background, answered questions and concerns, and discussed role logistics.
Assessments — I completed online skills and/or personality tests over a short window (within a few days).
Second interview: compensation + training preview — I reviewed the compensation package and watched a role-playing/training video-style walkthrough of an advisor.
**Final fit conversation /

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