Waddell & Reed Financial Analyst interview experience

Got offer

Medium

Positive

United StatesPosted Sep 2013 · Candidate report, summarized by Dataford

I went through an interview arc that started with a recruiter or career-fair introduction and moved into manager-level fit questions, backed by assessments and a calm, low-pressure tone.

Recruiter/intro screen — I discussed the role and then progressed to structured screening.
1:1 with a Financial Advisor and District Manager — We focused on fit and the practical expectations of the job.
Managing Principle / manager rounds — I was asked to investigate the company and complete a survey involving peers or potential investors.
Deeper principle interview (plus assessments/homework) — I completed additional testing/work around sales potential (including a large friend-interview style homework assignment in one case). Outcome: I either didn’t continue or

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