Waddell & Reed Financial Analyst interview experience

Got offer

Medium

Negative

Philadelphia, PAPosted Mar 2015 · Candidate report, summarized by Dataford

I interviewed for a Waddell & Reed Financial Analyst-style path and found the rounds fairly light on technical questioning, but the real hurdle was the sales model—needing personal networks and being willing to invest upfront.

Short in-office fit chat — a brief, face-to-face conversation that centered on general expectations rather than deep technical content.
Assessment / personality-style test — they sent me to complete an online assessment or test to see if I had the right traits for the job.
Role explanation / lecture-style session — in some cases, I wasn’t even treated like a typical interview and instead attended a structured informational session before taking a further assessment.
Licensing and money upfront — they emphasized that I’d need to invest upfront for California licensing

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