Waddell & Reed Financial Analyst interview experience

Got offer

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United StatesPosted Jan 2014 · Candidate report, summarized by Dataford

I experienced a multi-interview journey that heavily tested sales readiness and required substantial networking homework, with a “sink or swim” feel.

Round 1 — Interviewed in-office and did an assessment tied to selling ability, plus some kind of reasoning test.
Round 2 — Continued with a role overview, but also included a marketing survey asking me to contact and probe people from my network.
Round 3 — I was pushed toward building a detailed business plan (including target groups) and creating events with topics, venues, and prospects.
Round 4 — The process expected a large volume of pipeline prospects (e.g., hundreds listed) and/or more networking lists; one point included adding people I knew who might be

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